Bills vs Spend Money

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ttcm
Contributing User
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Contributing User
Contributing User

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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"?

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LRBooks61
Ultimate Cover User
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Ultimate Cover User
Australia
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Re: Bills vs Spend Money

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

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