Difference between revisions of "How do I Spread a Purchase Invoice?"

Revision as of 14:24, 15 April 2013

The following article explains how you spread the value of a purchase invoice over a range of months.

Occasionally, you may have an invoice that needs to be posted across a number of months, e.g. a rates invoice.

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.

Pressing <Alt-F5> will allocate the nett invoice value over a twelve month period from the date of the original posting.

If you need to change the control account, press <F7> to do so.

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.

If you need to change the control account, press <F7> to do so.

@@ Line 19: / Line 19: @@
 * You can tag specific periods across which you wish to post the invoice by pressing {{KeyPress|F5}} against the relevant period, and using the cursor keys to navigate the periods.
 * Once you have tagged the required periods, press {{KeyPress|F2}} to spread the nett invoice amount across the tags.
+{{Note|If you need to change the control account, press {{KeyPress|F7}} to do so.}}
 * Pressing {{KeyPress|Escape}} and {{KeyPress|Accept}} will perform the posting.
-{{Note|If you need to change the control account, press {{KeyPress|F7}} to do so.}}
 == See Also ==