Forum Discussion

lola_d's avatar
lola_d
Contributing User
2 years ago

Matching invoice to Purchase order

Hi there,

 

I am trying to use my purchase orders and matching it up with the invoices in the tray. This doesn't work is there a video to explain how this is done or instrauctins?

 

Thanks

Lola

  • CloverQ's avatar
    CloverQ
    Former Staff

    Hi lola_d 

     

    The In Tray documents can be linked to existing bills, so if you have purchase orders created, please convert them to bills then try linking the In Tray documents again.

     

    If the problem persists, please do provide more details of what happens exactly when you tried to link the documents, any screenshots are more helpful as well.

    • lola_d's avatar
      lola_d
      Contributing User

      Thank you that worked. Next problem I have is what if a supplier for example only sent 3 out of 10 items ordered. How do I mark these off to keep track of my intire order? IS there a video I can watch or can you explain? 

      • CloverQ's avatar
        CloverQ
        Former Staff

        Hi lola_d 

         

        AccountRight doesn't have progressive billing, so you'll need to manually track the progress. Different businesses have different set up and reporting needs, so they may use different method to track it.

         

        A common way that you can consider is as you record bills for the supplier invoices received, manually edit the initial purchase order to update the quantity remaining on order. It's also a good idea to check with your bookkeeper/accountant for advise on how to record/account for this type of transaction for your business set up.