Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
Chapter 13
Chapter 14
Chapter 15
Chapter 16
Chapter 17
Chapter 18
Chapter 19
Chapter 20
Chapter 21
Chapter 22
Chapter 23
Chapter 24
Chapter 25
Chapter 26
Chapter 27
Chapter 28

Chapter 9

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Recording items purchased

If items were purchased, click on the Items tab, for this display:

Items XE "item:in a vendor bill"  will be imported from any purchase orders selected, or may be taken from the list, as described in the Chapter 6.  Items always involve one or more accounts, which are not visible here.

Description comes with the item, but may be changed here.  This information is internal, for your information (and perhaps for the government.)

Qty has a default of one.

Cost (per unit) comes as a default with the item, and may be changed.  Zero cost is permissible.

Amount will be calculated.  If it is changed, the unit cost will change to match.

Customer:job associates this item with a job, for invoicing.  If the item is set up as a pass-through, the re-sale price and sales income account are different from the purchase parameters.

Invoice (the little square icon) is used if a customer:job is named:

      Invoice icon in full color:  to be invoiced to this customer:job

      Invoice icon in faded gray:  has been invoiced to the customer:job.  (See Note)

      X over an invoice icon:  never to be invoiced.


The bill and the invoice are not linked.  The bill will be found when an invoice is generated to this customer, and the item may be billed through. This sets the invoice icon (here) to the gray has been invoiced indication.  If the invoice is later deleted, the icon here will remain gray, and the expense will not again be presented for automatic invoicing.

Class field is used if your company accounting plan includes classes on expenses.

List of purchase orders may be viewed, by clicking Select PO.  The purchase order for the current item may be viewed by clicking Show PO.

Clear Qtys will reset all quantities to zero, and toggles to Receive All.

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Last modified: May 21, 2004