This article will discuss how to import expenses in the Bill form.

Steps:

  1. From the Supplier module. You can create a new bill/purchase invoice from any one of the following sources:
     a. Bill > New Bill/Purchases
     b. New Bill/Purchases button from the Supplier detail form

     2. The Bill form will be displayed. The Bill form will reflect the details of the supplier. You may modify the default information as needed. 

     3. On the Bill form, click on "Create Expense Template" and it will show the spreadsheet with predefined columns. 

     4. You can enter the Account Code, Notes, and Total. Save template.

     5. Click on "Import Expense Account" to import the template you just saved and the data will be transferred to the bill form (Expenses tab).

     6. Make sure all information is correct before you save and post the Bill.

 

Applicable Products:

CB22 and higher versions

 

Kas see vastus oli kasulik? 0 Kasutajad peavad seda kasulikuks (0 Hääled)

Populaarsemad artiklid

How to Auto-Generate Purchase Orders

Autogenerate Purchase Orders You can auto-generate purchase orders to replenish your...
How to Change the Quantity or Delete the Line Items that Were Not Received on the Partial PO

  Complete the Partial Purchase Order After posting the Goods Received with the actual...
How to Create Special and Drop Ship Purchase Orders

Create Special and Drop Ship Purchase Orders For items that you sell and can be easily...
FAQ: How to Use Your Credit Card for Bill Payments

How to Use Your Credit Card for Bill Payments If you use a credit card to pay your suppliers,...
How to create Batch Expense Bill

This article will discuss how to create a batch expense bill for "non-item" supplier bills (i.e....