How do I Spread a Purchase Invoice?

Summary

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,

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.
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.

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.