Difference between revisions of "How do I Spread a Purchase Invoice?"
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{{Example|text=A rates invoice.}} | {{Example|text=A rates invoice.}} | ||
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| + | {{Warning|It is important when spreading an invoice to be aware that if a payment is filled in the spread will affect the payment not the invoice, so it's best to post spread invoices first, then post the payments.}} | ||
* Go to {{Menu|{{PL}}|Purchase Ledger Postings}}. | * Go to {{Menu|{{PL}}|Purchase Ledger Postings}}. | ||
Revision as of 13:36, 22 September 2023
Contents
Summary
The following article explains how you spread the value of a purchase invoice over a range of months.
More Information
Occasionally, you may have an invoice that needs to be posted across a number of months,
 | A rates invoice. |
 | It is important when spreading an invoice to be aware that if a payment is filled in the spread will affect the payment not the invoice, so it's best to post spread invoices first, then post the payments. |
- Go to " Purchase Ledger Purchase Ledger Postings".
- Post on the purchase invoice in the usual manner.
- Move to the "Amount Details:" section, and on the "Spread inv." field, select 'Yes'.
- Click <Done> and <Accept>.
 | You are now presented with the Nominal Postings Spread window, and from here you have a couple of options. |
Spreading the invoice over twelve months
- Pressing <Alt+F5> will allocate the nett invoice value over a twelve month period from the date of the original posting.
- Press <F7> to amend the control account which will be used to hold the balance on the balance sheet.
- Enter the Nominal Centre to use as the control account else the default centre 'Z990' will be used- you will not be able to amend this once accepted.
- Enter a comment for the postings else the default comment of 'Spread' plus the purchase ledger number of the posting will be used.
- Pressing <Esc> and <Accept> will perform the posting.
Spreading the invoice over certain periods
- You can tag specific periods across which you wish to post the invoice by pressing <F5> against the relevant period, and using the cursor keys to navigate the periods.
- Once you have tagged the required periods, press <F2> to spread the nett invoice amount across the tags.
- Press <F7> to amend the control account which will be used to hold the balance on the balance sheet.
- Enter the Nominal Centre to use as the control account else the default centre 'Z990' will be used- you will not be able to amend this once accepted.
- Enter a comment for the postings else the default comment of 'Spread' plus the purchase ledger number of the posting will be used.
- Pressing <Esc> and <Accept> will perform the posting.
See also
