Difference between revisions of "How do I Spread a Purchase Invoice?"
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Tim Laundon (talk | contribs) (Created page with "{{Review}} == Summary == The following article explains how you post a purchase ledger invoice that requires posting over a range of accounting periods. == More Information == O...") |
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{{Review}} | {{Review}} | ||
== Summary == | == Summary == | ||
| − | The following article explains how you | + | The following article explains how you spread the value of a purchase invoice over a range of months. |
== More Information == | == More Information == | ||
| − | Occasionally, you may have an invoice that needs to be posted across a number of months, e.g. a rates invoice | + | Occasionally, you may have an invoice that needs to be posted across a number of months, e.g. a rates invoice. |
| − | * Go to {{Menu| | + | * Go to {{Menu|{{PL}}|Purchase Ledger Postings}}. |
* [[Posting Purchase Invoices|Post on the purchase invoice in the usual manner.]] | * [[Posting Purchase Invoices|Post on the purchase invoice in the usual manner.]] | ||
| − | * | + | * Move to the {{DataPrompt|Amount Details:}} section, and on the {{DataPrompt|Spread inv.}} field, select {{DataValue|Yes}}. |
| − | |||
* Click {{KeyPress|Done}} and {{KeyPress|Accept}}. | * Click {{KeyPress|Done}} and {{KeyPress|Accept}}. | ||
| − | {{Note|You are now presented with | + | {{Note|You are now presented with the Nominal Postings Spread window, and from here you have a number of postings options.}} |
| + | |||
=== Spreading the invoice over twelve months === | === Spreading the invoice over twelve months === | ||
| − | * Pressing {{KeyPress|Alt-F5}} will allocate the | + | * Pressing {{KeyPress|Alt-F5}} will allocate the nett invoice value over a twelve month period from the date of the original posting. |
| + | {{Note|If you need to change the control account, pressing {{KeyPress|F7}} will enable you to do so.}} | ||
* Pressing {{KeyPress|Escape}} and {{KeyPress|Accept}} will perform the posting. | * Pressing {{KeyPress|Escape}} and {{KeyPress|Accept}} will perform the posting. | ||
| − | + | ||
=== Spreading the invoice over certain periods === | === Spreading the invoice over certain periods === | ||
* You can tag specific periods you wish to post the invoice across by pressing {{KeyPress|F5}} against the relevant period, using the cursor keys to navigate the periods. | * You can tag specific periods you wish to post the invoice across by pressing {{KeyPress|F5}} against the relevant period, using the cursor keys to navigate the periods. | ||
Revision as of 16:31, 12 April 2013
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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, 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 number of postings 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.
| If you need to change the control account, pressing <F7> will enable you to do so. |
- Pressing <Esc> and <Accept> will perform the posting.
Spreading the invoice over certain periods
- You can tag specific periods you wish to post the invoice across by pressing <F5> against the relevant period, using the cursor keys to navigate the periods.
- Once you have tagged the required periods, pressing <F2> will spread the total invoice amount across the tags.
- Pressing <Esc> and <Accept> will perform the posting.
| If you need to change the control account, pressing <F7> will enable you to do so. |
See Also
