Forum Discussion

ttcm's avatar
ttcm
Contributing User
2 years ago

Bills vs Spend Money

Hello,

Why is it that I can search up a supplier when I have entered the expense as a "Bill", and I cannot search per supplier when the expense has been entered as "Spend Money"?

1 Reply

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  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User

    Hi

     

    When you do a bill the contact name is recorded in the contact /payee field

     

    When you do a spend money the contact name is recorded as name

     

    So to find spend money transactions I suggest you go to the gl report select the dates you want and the bank account you want , cutomise and add all fields

     

    I have attached an example to show how it appears

     

    If you want to search suppliers I do suggest that the best practice is to enter bills, this helps reconcile their statements also

     

    Hope this is useful

     

    Lisa