Difference between revisions of "How do I Spread a Purchase Invoice?"
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=== Spreading the invoice over twelve months === | === Spreading the invoice over twelve months === | ||
* Pressing {{KeyPress|A-F5}} will allocate the nett invoice value over a twelve month period from the date of the original posting. | * Pressing {{KeyPress|A-F5}} will allocate the nett invoice value over a twelve month period from the date of the original posting. | ||
| − | + | * Press {{KeyPress|F7}} to amend the control account which will be used to hold the balance on the balance sheet. | |
| − | {{ | + | ** Enter the [[How do I Search for a Nominal Centre?|Nominal Centre]] to use as the control account else the default centre {{DataValue|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 {{DataValue|Spread}} plus the purchase ledger number of the posting will be used. | ||
* Pressing {{KeyPress|ESC}} and {{KeyPress|Accept}} will perform the posting. | * Pressing {{KeyPress|ESC}} and {{KeyPress|Accept}} will perform the posting. | ||
| Line 24: | Line 25: | ||
* 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. | * 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. | * Once you have tagged the required periods, press {{KeyPress|F2}} to spread the nett invoice amount across the tags. | ||
| − | + | * Press {{KeyPress|F7}} to amend the control account which will be used to hold the balance on the balance sheet. | |
| − | {{ | + | ** Enter the [[How do I Search for a Nominal Centre?|Nominal Centre]] to use as the control account else the default centre {{DataValue|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 {{DataValue|Spread}} plus the purchase ledger number of the posting will be used. | ||
* Pressing {{KeyPress|ESC}} and {{KeyPress|Accept}} will perform the posting. | * Pressing {{KeyPress|ESC}} and {{KeyPress|Accept}} will perform the posting. | ||
Revision as of 16:57, 22 January 2021
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. |
- 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
