Difference between revisions of "How do I Spread a Purchase Invoice?"
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* Go to {{Menu|{{PL}}|Purchase Ledger Postings}}. | * Go to {{Menu|{{PL}}|Purchase Ledger Postings}}. | ||
| − | * [[Posting | + | * [[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}}. | * 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}}. | ||
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== See also == | == See also == | ||
| − | * [[Posting | + | * [[Posting purchase invoices]] |
| − | * [[How do I | + | * [[How do I find a centre?]] |
{{KB_Tags|spread, spreading, purchase, invoice, posting, council tax, insurance, rates}} | {{KB_Tags|spread, spreading, purchase, invoice, posting, council tax, insurance, rates}} | ||
{{KB_PL}} | {{KB_PL}} | ||
Revision as of 05:29, 12 April 2019
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.
| If you wish to amend the comment or change the Nominal Centre which acts as the "Control" account, press <F7> to do so. |
- 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.
| If you wish to amend the comment or change the Nominal Centre which acts as the "Control" account, press <F7> to do so. |
- Pressing <Esc> and <Accept> will perform the posting.
See also
