Purchases > Changing the status of a purchase
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1
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Go to the Purchases command centre and click Purchases Register. The Purchases Register window appears.
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2
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Click the Quote tab.
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5
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If you want to, you can update the information in the Purchases window, such as the transaction date.
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6
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Click Record. The bill or order is recorded.
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The original quote will remain in the Purchases Register window unless you have indicated in your preferences that you want quotes to be deleted once they are recorded as orders or bills.
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1
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Go to the Purchases command centre and click Purchases Register. The Purchases Register window appears.
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2
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Click the Orders tab.
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4
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5
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If you want to, you can update the information in this window, such as the transaction date.
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6
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Click Record. A new bill is recorded and the original order is removed.
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1
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2
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Click the Orders tab to display a list of all your orders.
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3
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If you want to view details about a specific order, click the zoom arrow (
 ) to the right of the supplier’s name. |
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4
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Select the orders you want to change to purchases by marking the select column (
 ) against each one. |
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5
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Click Record as Actual.
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6
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In the window that appears, enter a date for the selected transactions. This is the date that the transactions will be recorded in your accounts.
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7
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Click OK.
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