How-to guides
Short answers and clear steps for the bill jobs that eat your week. Each guide shows the manual way in Xero or MYOB and the faster way in Pulsify.
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How to move off Hubdoc and keep your supplier history
Export your Hubdoc documents before you disconnect it from Xero, because Hubdoc goes read-only after. Write down each supplier's rules, move your invoice inbox, then run the new tool beside Hubdoc with only one of them publishing.
Read guide →How to move your approval rules from ApprovalMax to Pulsify
Download your ApprovalMax workflows as PDFs and export a request report. Clear the open queue. Rebuild each rule as a row on the Pulsify approval board, test with Try an invoice, then run one week in parallel before you cancel.
Read guide →How to pick an AP tool for MYOB: 7 questions to ask first
Confirm the tool supports your MYOB product, then ask six more things: lines, coding, checks, approvals, what lands in MYOB and how you leave. Test it on your five messiest bills and open the result in MYOB.
Read guide →How to pick an AP tool for Xero: 7 questions to ask first
Ask each tool seven things: does it read every line, how does it code, what does it check, how does it route approvals, does it match POs, what lands in Xero and how do you leave. Then test it on your five messiest bills.
Read guide →How to switch from Dext to Pulsify in a day
Export what you want to keep from Dext, connect Pulsify to Xero or MYOB, point your invoice inbox at Pulsify and run both for a week or two. Then cancel Dext, ideally at least 30 days before an annual renewal.
Read guide →Split and code bills
How to bulk change account codes on bill records in MYOB Acumatica
In MYOB Acumatica, find the bill records on the wrong account, check the period is open, then recode them in bulk if MYOB Acumatica allows it, or journal the difference.
Read guide →How to bulk change account codes on bill records in Sage Intacct
In Sage Intacct, find the bill records on the wrong GL account, check the period is open, then recode them in bulk if Sage Intacct allows it, or journal the difference.
Read guide →How to bulk change account codes on bill records in Xero
In Xero, find the bill records on the wrong account, check the period is open, then recode them in bulk if Xero allows it, or journal the difference.
Read guide →How to bulk change account codes on invoice records in Sage 300 CRE
Sage 300 CRE's Change Invoices edits one invoice at a time. No bulk-change tool was found in public sources. Enter the vendor and invoice number, change the account and choose Accept Invoice.
Read guide →How to bulk change account codes on purchase invoice records in Business Central
No bulk account change on posted bills was found in Business Central. Fix unposted lines before posting. For posted bills use Correct or Cancel (unpaid only) or a credit memo and a new invoice.
Read guide →How to bulk change account codes on purchase invoice records in Sage 200
Sage 200 corrects posted supplier invoices one transaction at a time. No bulk recode of nominal accounts was found. Use Correct Transactions, change the nominal account and click Post Corrections.
Read guide →How to bulk change account codes on purchase invoice records in Sage 50
No bulk recode tool for posted purchase invoices was found in Sage 50 Accounts (UK). Open each posted invoice from Transactions, choose Edit, change the N/C and save. Repeat for each transaction.
Read guide →How to bulk change account codes on purchase invoice records in Sage X3
No bulk account change tool was found for Sage X3. A posted invoice cannot be changed. Edit the invoice before posting. After posting, enter a reclass journal entry to move amounts between accounts.
Read guide →How to bulk change account codes on vendor bill records in NetSuite
In NetSuite, find the vendor bill records on the wrong account, check the period is open, then recode them in bulk if NetSuite allows it, or journal the difference.
Read guide →How to bulk change account codes on vendor invoice records in Sage 300
No screen was found that changes the account code on many posted bills in Sage 300. Edit unposted batches before posting. Correct a posted invoice with an adjustment entry in A/P Adjustment Entry.
Read guide →How to bulk change the account code on Xero bills
Xero has no bulk edit for the account on bills. Edit each draft bill by hand, or use Find and recode to change the account on posted lines. Check what each route can reach before you start.
Read guide →How to code a bill with mixed GST lines in AccountRight
In AccountRight, set the tax code on each line of the bill. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code a bill with mixed GST lines in MYOB Business
In MYOB Business, set the tax code on each line of the bill. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code a bill with mixed GST lines in Sage Intacct
In Sage Intacct, set the tax detail on each line of the bill. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code a bill with mixed GST lines in Xero
In Xero, set the tax rate on each line of the bill. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code a payable invoice with taxable and non-taxable lines in Sage 100 Contractor
In Sage 100 Contractor, set the sales tax or use tax rate on each line of the payable invoice. Use the sales tax code where the seller charged tax and a non-taxable code where they did not. Accrue use tax where it applies.
Read guide →How to code a purchase invoice with mixed GST lines in Business Central
In Business Central, set the VAT posting group (GST) on each line of the purchase invoice. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code a purchase invoice with mixed GST lines in Sage X3
In Sage X3, set the tax rule and tax rate on each line of the purchase invoice. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code a purchase invoice with mixed VAT rates in Sage 200
In Sage 200, set the VAT rate on each line of the purchase invoice. Use 20%, 5%, zero-rated, exempt or reverse charge codes to match the invoice, then check the VAT total matches.
Read guide →How to code a purchase invoice with mixed VAT rates in Sage 50
In Sage 50, set the VAT code (T-code) on each line of the purchase invoice. Use 20%, 5%, zero-rated, exempt or reverse charge codes to match the invoice, then check the VAT total matches.
Read guide →How to code a supplier invoice with mixed GST lines in S/4HANA
In S/4HANA, set the tax code on each line of the supplier invoice. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code a supplier invoice with mixed GST lines in SYSPRO
In SYSPRO, set the tax code on each line of the supplier invoice. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code a vendor bill with mixed GST lines in NetSuite
In NetSuite, set the tax code on each line of the vendor bill. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code a vendor invoice with mixed GST lines in Dynamics 365 Finance
In Dynamics 365 Finance, set the sales tax code on each line of the vendor invoice. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code a vendor invoice with mixed GST lines in Sage 300
In Sage 300, set the tax class and tax authority on each line of the A/P invoice. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code a voucher with mixed GST lines in CloudSuite Industrial
In CloudSuite Industrial, set the tax code on each line of the voucher. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code an A/P invoice with mixed GST lines in SAP B1
In SAP B1, set the tax code on each line of the A/P invoice. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code an AP bill with mixed GST lines in Acumatica
In Acumatica, set the tax category on each line of the AP bill. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code an AP invoice with mixed GST lines in Kinetic
In Kinetic, set the tax rate or tax type on each line of the AP invoice. Use the GST code for taxable lines and the GST-free code for others, then check the GST total matches the invoice.
Read guide →How to code one A/P invoice to several G/L account codes in SAP B1
In SAP B1, add a line for each type of cost on the A/P invoice. Set a different G/L account and tax code on each line, then check the total matches the invoice.
Read guide →How to code one A/P invoice to several GL account codes in Sage 300
In Sage 300, add a line for each type of cost on the A/P invoice. Set a different GL account and tax class and tax authority on each line, then check the total matches the invoice.
Read guide →How to code one AP invoice to several GL account codes in Kinetic
In Epicor Kinetic, create a Miscellaneous invoice and add a Misc line for each item with its own description and amount. The line amounts must add up to the header amount.
Read guide →How to code one bill to several account codes in AccountRight
In AccountRight, add a line for each type of cost on the bill. Set a different account and tax code on each line, then check the total matches the invoice.
Read guide →How to code one bill to several account codes in MYOB Acumatica
In MYOB Acumatica, add a line for each type of cost on the bill. Set a different account and tax category on each line, then check the total matches the invoice.
Read guide →How to code one bill to several account codes in MYOB Business
In MYOB Business, add a line for each type of cost on the bill. Set a different account and tax code on each line, then check the total matches the invoice.
Read guide →How to code one bill to several account codes in Xero
In Xero, add a line for each type of cost on the bill. Set a different account and tax rate on each line, then check the total matches the invoice.
Read guide →How to code one bill to several GL account codes in Sage Intacct
In Sage Intacct, add a line for each type of cost on the bill. Set a different GL account and tax detail on each line, then check the total matches the invoice.
Read guide →How to code one invoice to several accounts in Xero
In Xero, give each cost on the supplier's invoice its own bill line. Pick the account and tax rate on each line. The lines together must match the invoice total.
Read guide →How to code one invoice to several ledger account codes in Sage 300 CRE
In Sage 300 CRE, add a line for each type of cost on the invoice. Set a different ledger account and tax code on each line, then check the total matches the invoice.
Read guide →How to code one payable invoice to several ledger account codes in Sage 100 Contractor
In Sage 100 Contractor, add a line for each type of cost on the payable invoice. Set a different ledger account and sales tax or use tax rate on each line, then check the total matches the invoice.
Read guide →How to code one purchase invoice to several account codes in Sage X3
In Sage X3, add a line for each type of cost on the purchase invoice. Set a different account and tax rule and tax rate on each line, then check the total matches the invoice.
Read guide →How to code one purchase invoice to several G/L account codes in Business Central
In Business Central, add a line for each type of cost on the purchase invoice. Set a different G/L account and VAT posting group (GST) on each line, then check the total matches the invoice.
Read guide →How to code one purchase invoice to several nominal codes in Sage 200
In Sage 200, add a line for each type of cost on the purchase invoice. Set a different nominal code and VAT rate on each line, then check the total matches the invoice.
Read guide →How to code one purchase invoice to several nominal codes in Sage 50
In Sage 50, add a line for each type of cost on the purchase invoice. Set a different nominal code and VAT code (T-code) on each line, then check the total matches the invoice.
Read guide →How to code one supplier invoice to several account codes in IFS Cloud
In IFS Cloud, add a line for each type of cost on the supplier invoice. Set a different account and tax code on each line, then check the total matches the invoice.
Read guide →How to code one supplier invoice to several G/L account codes in S/4HANA
In S/4HANA, add a line for each type of cost on the supplier invoice. Set a different G/L account and tax code on each line, then check the total matches the invoice.
Read guide →How to code one supplier invoice to several ledger code codes in SYSPRO
In SYSPRO, add a line for each type of cost on the supplier invoice. Set a different ledger code and tax code on each line, then check the total matches the invoice.
Read guide →How to code one vendor bill to several account codes in NetSuite
In NetSuite, add a line for each type of cost on the vendor bill. Set a different account and tax code on each line, then check the total matches the invoice.
Read guide →How to code one vendor invoice to several main account codes in Dynamics 365 Finance
In Dynamics 365 Finance, add a line for each type of cost on the vendor invoice. Set a different main account and sales tax code on each line, then check the total matches the invoice.
Read guide →How to code one voucher to several account codes in CloudSuite Industrial
In CloudSuite Industrial, add a line for each type of cost on the voucher. Set a different account and tax code on each line, then check the total matches the invoice.
Read guide →How to enter a bill with line items in AccountRight
In AccountRight, open a new bill, pick the supplier card, add one line per invoice row with an account and tax code, then check the total matches the invoice.
Read guide →How to enter a bill with line items in MYOB Acumatica
In MYOB Acumatica, open a new bill, pick the vendor, add one line per invoice row with an account and tax category, then check the total matches the invoice.
Read guide →How to enter a bill with line items in MYOB Business
In MYOB Business, open a new bill, pick the supplier, add one line per invoice row with an account and tax code, then check the total matches the invoice.
Read guide →How to enter a bill with line items in Sage Intacct
In Sage Intacct, open a new bill, pick the vendor, add one line per invoice row with an GL account and tax detail, then check the total matches the invoice.
Read guide →How to enter a bill with line items in Xero
In Xero, open a new bill, pick the supplier, add one line per invoice row with an account and tax rate, then check the total matches the invoice.
Read guide →How to enter a payable invoice with line items in Sage 100 Contractor
In Sage 100 Contractor, open a new payable invoice, pick the vendor, add one line per invoice row with a ledger account and sales tax or use tax rate, then check the total matches the invoice.
Read guide →How to enter a purchase invoice with line items in Business Central
In Business Central, open a new purchase invoice, pick the vendor, add one line per invoice row with an G/L account and VAT posting group (GST), then check the total matches the invoice.
Read guide →How to enter a purchase invoice with line items in Sage 200
In Sage 200, open a new purchase invoice, pick the supplier, add one line per invoice row with a nominal code and VAT rate, then check the total matches the invoice.
Read guide →How to enter a purchase invoice with line items in Sage 50
In Sage 50, open a new purchase invoice, pick the supplier, add one line per invoice row with a nominal code and VAT code (T-code), then check the total matches the invoice.
Read guide →How to enter a purchase invoice with line items in Sage X3
In Sage X3, open a new purchase invoice, pick the supplier, add one line per invoice row with an account and tax rule and tax rate, then check the total matches the invoice.
Read guide →How to enter a supplier invoice with line items in IFS Cloud
In IFS Cloud, open a new supplier invoice, pick the supplier, add one line per invoice row with an account and tax code, then check the total matches the invoice.
Read guide →How to enter a supplier invoice with line items in Kinetic
In Kinetic, open a new AP invoice, pick the supplier, add one line per invoice row with an GL account and tax rate or tax type, then check the total matches the invoice.
Read guide →How to enter a supplier invoice with line items in S/4HANA
In S/4HANA, open a new supplier invoice, pick the supplier, add one line per invoice row with an G/L account and tax code, then check the total matches the invoice.
Read guide →How to enter a supplier invoice with line items in SYSPRO
In SYSPRO, open a new supplier invoice, pick the supplier, add one line per invoice row with a ledger code and tax code, then check the total matches the invoice.
Read guide →How to enter a vendor bill with line items in NetSuite
In NetSuite, open a new vendor bill, pick the vendor, add one line per invoice row with an account and tax code, then check the total matches the invoice.
Read guide →How to enter a vendor invoice with line items in Dynamics 365 Finance
In Dynamics 365 Finance, open a new vendor invoice, pick the vendor, add one line per invoice row with a main account and sales tax code, then check the total matches the invoice.
Read guide →How to enter a vendor invoice with line items in Sage 300
In Sage 300, open a new A/P invoice, pick the vendor, add one line per invoice row with an GL account and tax class and tax authority, then check the total matches the invoice.
Read guide →How to enter a vendor invoice with line items in Sage 300 CRE
In Sage 300 CRE, open a new invoice, pick the vendor, add one line per invoice row with a ledger account and tax code, then check the total matches the invoice.
Read guide →How to enter a voucher with line items in CloudSuite Industrial
In CloudSuite Industrial, open a new voucher, pick the vendor, add one line per invoice row with an account and tax code, then check the total matches the invoice.
Read guide →How to enter an A/P invoice with line items in SAP B1
In SAP B1, open a new A/P invoice, pick the vendor, add one line per invoice row with an G/L account and tax code, then check the total matches the invoice.
Read guide →How to set a default account code for each supplier in Xero
Open the supplier under Contacts, edit it, and set a default purchases account and tax rate. Xero uses it when a bill is created from email, web or mobile. It may not apply to bills created by connected apps.
Read guide →How to set a default account for each supplier in IFS Cloud
In IFS Cloud, open the supplier record and set a default account and tax code. New supplier invoice lines will start with those and you can change any line.
Read guide →How to set a default account for each supplier in MYOB Business
In MYOB Business, open the supplier record and set a default account and tax code. New bill lines will start with those and you can change any line.
Read guide →How to set a default account for each supplier in Sage X3
In Sage X3, open the supplier record and set a default account and tax rule and tax rate. New purchase invoice lines will start with those and you can change any line.
Read guide →How to set a default account for each supplier in Xero
In Xero, open the supplier record and set a default account and tax rate. New bill lines will start with those and you can change any line.
Read guide →How to set a default account for each vendor in MYOB Acumatica
In MYOB Acumatica, open the vendor and its location. Set the expense account, tax zone and terms there. New bills for that vendor start with those defaults and you can change any line.
Read guide →How to set a default account for each vendor in NetSuite
In NetSuite, open the vendor record and set a default account and tax code. New vendor bill lines will start with those and you can change any line.
Read guide →How to set a default G/L account for each vendor in Business Central
In Business Central, open the vendor record and set a default G/L account and VAT posting group (GST). New purchase invoice lines will start with those and you can change any line.
Read guide →How to set a default GL account for each supplier in Kinetic
In Kinetic, open the supplier record and set a default GL account and tax rate or tax type. New AP invoice lines will start with those and you can change any line.
Read guide →How to set a default GL account for each vendor in Sage 300
In Sage 300, open the vendor record and set a default GL account and tax class and tax authority. New A/P invoice lines will start with those and you can change any line.
Read guide →How to set a default GL account for each vendor in Sage Intacct
In Sage Intacct, open the vendor record and set a default GL account and tax detail. New bill lines will start with those and you can change any line.
Read guide →How to set a default ledger account for each vendor in Sage 100 Contractor
In Sage 100 Contractor, open the vendor record and set a default ledger account and sales tax or use tax rate. New payable invoice lines will start with those and you can change any line.
Read guide →How to set a default ledger code for each supplier in SYSPRO
In SYSPRO, open the supplier record and set a default ledger code and tax code. New supplier invoice lines will start with those and you can change any line.
Read guide →How to set a default main account for each vendor in Dynamics 365 Finance
In Dynamics 365 Finance, open the vendor record and set a default main account and sales tax code. New vendor invoice lines will start with those and you can change any line.
Read guide →How to set a default nominal code for each supplier in Sage 200
In Sage 200, open the supplier record and set a default nominal code and VAT rate. New purchase invoice lines will start with those and you can change any line.
Read guide →How to set a default nominal code for each supplier in Sage 50
In Sage 50, open the supplier record and set a default nominal code and VAT code (T-code). New purchase invoice lines will start with those and you can change any line.
Read guide →How to set default buying details for each supplier in MYOB AccountRight
In MYOB AccountRight, open the supplier card and click the Buying Details tab. Set the buying defaults and credit terms there. Tick Use Supplier's Tax Code if the supplier's tax status should override the item and account tax codes. You can change any default on each purchase.
Read guide →How to split a bill across dimensions in Sage Intacct
In Sage Intacct, add one line per project or department on the bill, tag each line with dimensions and check the lines add up to the invoice total.
Read guide →How to split a bill across jobs in AccountRight
In AccountRight, add one line per job or cost centre on the bill, tag each line with jobs and cost centres and check the lines add up to the invoice total.
Read guide →How to split a bill across jobs in MYOB
In MYOB, enter one line on the bill for each job and put that job's share of the cost on the line. Pick the job on each line. The lines must add up to the supplier's total.
Read guide →How to split a bill across jobs in MYOB Business
In MYOB Business, add one line per job or job on the bill, tag each line with jobs and check the lines add up to the invoice total.
Read guide →How to split a bill across subaccounts and projects in MYOB Acumatica
In MYOB Acumatica, add one line per project or subaccount on the bill, tag each line with branch, subaccount and project and check the lines add up to the invoice total.
Read guide →How to split a bill across tracking categories in Xero
Xero tracks each bill line with one option per category. To split a bill, enter one line for each option, put that option's share of the cost on the line, and make sure the lines add up to the bill total.
Read guide →How to split a bill across tracking categories in Xero
In Xero, add one line per tracking option or Project or tracking category on the bill, tag each line with tracking categories and check the lines add up to the invoice total.
Read guide →How to split a payable invoice across jobs and cost codes in Sage 100 Contractor
In Sage 100 Contractor, add one line per job or job and cost code on the payable invoice, tag each line with job, phase, cost code and cost type and check the lines add up to the invoice total.
Read guide →How to split a purchase invoice across analysis codes and cost centres in Sage 200
In Sage 200, add one line per job or cost centre on the purchase invoice, tag each line with analysis codes and cost centres and check the lines add up to the invoice total.
Read guide →How to split a purchase invoice across dimensions in Business Central
In Business Central, add one line per project or dimension value on the purchase invoice, tag each line with dimensions and check the lines add up to the invoice total.
Read guide →How to split a purchase invoice across dimensions in Sage X3
In Sage X3, add one line per project or analytical dimension on the purchase invoice, tag each line with analytical dimensions and check the lines add up to the invoice total.
Read guide →How to split a purchase invoice across nominal codes and departments in Sage 50
In Sage 50, add one line per project or cost centre or department on the purchase invoice, tag each line with nominal code, cost centre and department and check the lines add up to the invoice total.
Read guide →How to split a supplier invoice across code parts in IFS Cloud
In IFS Cloud, add one line per project or code part on the supplier invoice, tag each line with code parts and check the lines add up to the invoice total.
Read guide →How to split a supplier invoice across cost centres and WBS elements in S/4HANA
In S/4HANA, add one line per WBS element or cost centre on the supplier invoice, tag each line with cost centre, WBS element and internal order and check the lines add up to the invoice total.
Read guide →How to split a supplier invoice across GL distribution lines and jobs in SYSPRO
In SYSPRO, add one line per job or GL account on the supplier invoice, tag each line with GL distribution lines and jobs and check the lines add up to the invoice total.
Read guide →How to split a supplier invoice across jobs in Kinetic
In Kinetic, add one line per job or GL account segment on the AP invoice, tag each line with GL account segments and job or project and check the lines add up to the invoice total.
Read guide →How to split a vendor bill across departments and projects in NetSuite
In NetSuite, add one line per project or department on the vendor bill, tag each line with department, class, location and project and check the lines add up to the invoice total.
Read guide →How to split a vendor invoice across distribution codes in Sage 300
In Sage 300, add one line per project or GL segment or optional field on the A/P invoice, tag each line with distribution codes and optional fields and check the lines add up to the invoice total.
Read guide →How to split a vendor invoice across distribution rules and projects in SAP B1
In SAP B1, add one line per project or profit centre on the A/P invoice, tag each line with distribution rule, dimension and project and check the lines add up to the invoice total.
Read guide →How to split a vendor invoice across financial dimensions in Dynamics 365 Finance
In Dynamics 365 Finance, add one line per project or financial dimension on the vendor invoice, tag each line with financial dimensions and check the lines add up to the invoice total.
Read guide →How to split a vendor invoice across job, cost code and cost type in Sage 300 CRE
In Sage 300 CRE, add one line per job or cost code on the invoice, tag each line with job, cost code and cost type and check the lines add up to the invoice total.
Read guide →How to split a voucher across distributions in CloudSuite Industrial
In CloudSuite Industrial, add one line per project or unit code on the voucher, tag each line with distributions and check the lines add up to the invoice total.
Read guide →How to split one invoice across several entities in Xero or MYOB
A bill belongs to one Xero organisation or one MYOB company file. To share a supplier invoice across entities, enter each entity's share as its own bill in its own file, or pay it once and record an intercompany balance.
Read guide →Approvals
How to approve A/P invoice records in bulk in SAP B1
In SAP B1, filter the A/P invoice list to bills ready for approval, tick the ones you have checked and approve them together. Open unusual bills one by one.
Read guide →How to approve AP invoice records in bulk in Kinetic
In Kinetic, filter the AP invoice list to bills ready for approval, tick the ones you have checked and approve them together. Open unusual bills one by one.
Read guide →How to approve bill records in bulk in MYOB Acumatica
Yes. Open Approvals (EP503010), tick the bills and click Approve. Approve All approves every listed record. Records where the approval map needs a reason cannot be approved there. Open each one on Bills and Adjustments (AP301000).
Read guide →How to approve bill records in bulk in Sage Intacct
Sage Intacct's help only describes approving bills one at a time. No bulk approve is documented. Go to Accounts Payable > All > Bills > Approve bills, open each bill and select Approve.
Read guide →How to approve bill records in bulk in Xero
Xero Central describes bulk approve on the Draft tab only. Tick the bills there and click Approve. It does not describe bulk approve on the Awaiting approval tab, so approve those one at a time.
Read guide →How to approve invoice records in bulk in Sage 300 CRE
Sage 300 CRE has no documented way to approve a chosen group of invoices. In Approve Invoices you either approve everything shown or approve invoices one by one. Invoices must be posted first.
Read guide →How to approve purchase invoice records in bulk in Business Central
In Business Central, filter the purchase invoice list to bills ready for approval, tick the ones you have checked and approve them together. Open unusual bills one by one.
Read guide →How to approve purchase invoice records in bulk in Sage 200
In Sage 200, filter the purchase invoice list to bills ready for approval, tick the ones you have checked and approve them together. Open unusual bills one by one.
Read guide →How to approve supplier invoice records in bulk in S/4HANA
The S/4HANA help does not say My Inbox approves several supplier invoices at once. Approvers act on each work item. Release Blocked Invoices (MRBR) can release many blocked invoices together.
Read guide →How to approve vendor bill records in bulk in NetSuite
Yes. Go to Transactions > Payables > Approve Bills, tick Approve on each bill or click Mark All, then Submit. If one bill errors, processing stops and the bills before it stay approved.
Read guide →How to approve voucher records in bulk in CloudSuite Industrial
In CloudSuite Industrial, filter the voucher list to bills ready for approval, tick the ones you have checked and approve them together. Open unusual bills one by one.
Read guide →How to approve Xero bills in bulk
Tick the bills under Business > Bills to pay > Awaiting approval and look for an Approve button. Some sources say Xero approves one bill at a time. If there is no button, approve each bill or use a tool.
Read guide →How to build a delegation of authority matrix for accounts payable
A delegation of authority matrix says who can approve a bill, up to what amount. List amount bands from $0 up, name one approver per band, check for gaps and overlaps, then enter each row as an approval rule.
Read guide →How to keep an audit trail for accounts payable
For every bill, keep the original document, who approved it and when, any changes made and the payment. Store them where an auditor can find them without asking you.
Read guide →How to route a bill to a different approver by amount, supplier or job
In Pulsify, open Approvals, add a step and add a row for each approver. Set the row's conditions: amount, supplier, GL account or job. Each bill goes to every row on the step whose conditions all match.
Read guide →How to route A/P invoice records by amount, vendor or project in SAP B1
In SAP B1, set approval procedure rules by amount, vendor or project. Put specific rules first, then a default for everything else and test with a real A/P invoice.
Read guide →How to route AP invoice records by amount, supplier or job in Kinetic
In Epicor Kinetic, ECM AP Automation checks the match first and sends invoices over an amount threshold to an approval step. Mismatches go to a worker to resolve. Ask Epicor or your partner about routing by supplier or job.
Read guide →How to route bill records by amount, vendor or project in MYOB Acumatica
In MYOB Acumatica, set approval workflow rules by amount, vendor or project. Put specific rules first, then a default for everything else and test with a real bill.
Read guide →How to route bill records by amount, vendor or project in Sage Intacct
In Sage Intacct, set bill approval rules by amount, vendor or project. Put specific rules first, then a default for everything else and test with a real bill.
Read guide →How to route invoice records by amount, vendor or job in Sage 300 CRE
In Sage 300 CRE, set pending invoice posting rules by amount, vendor or job. Put specific rules first, then a default for everything else and test with a real invoice.
Read guide →How to route purchase invoice records by amount, supplier or project in Sage 200
In Sage 200, set authorisation rules by amount, supplier or job. Put specific rules first, then a default for everything else and test with a real purchase invoice.
Read guide →How to route purchase invoice records by amount, supplier or project in Sage X3
In Sage X3, set signature and workflow rules by amount, supplier or project. Put specific rules first, then a default for everything else and test with a real purchase invoice.
Read guide →How to route purchase invoice records by amount, vendor or project in Business Central
In Business Central, set approval workflow rules by amount, vendor or project. Put specific rules first, then a default for everything else and test with a real purchase invoice.
Read guide →How to route supplier invoice records by amount, supplier or job in SYSPRO
In SYSPRO, set invoice registration and approval rules by amount, supplier or job. Put specific rules first, then a default for everything else and test with a real supplier invoice.
Read guide →How to route supplier invoice records by amount, supplier or project in IFS Cloud
In IFS Cloud, set posting proposal authorization rules by amount, supplier or project. Put specific rules first, then a default for everything else and test with a real supplier invoice.
Read guide →How to route supplier invoice records by amount, supplier or WBS element in S/4HANA
In S/4HANA, set approval workflow rules by amount, supplier or WBS element. Put specific rules first, then a default for everything else and test with a real supplier invoice.
Read guide →How to route vendor bill records by amount, vendor or project in NetSuite
In NetSuite, set bill approval routing rules by amount, vendor or project. Put specific rules first, then a default for everything else and test with a real vendor bill.
Read guide →How to route vendor invoice records by amount, vendor or project in Dynamics 365 Finance
In Dynamics 365 Finance, set vendor invoice workflow rules by amount, vendor or project. Put specific rules first, then a default for everything else and test with a real vendor invoice.
Read guide →How to route vendor invoice records by amount, vendor or project in Sage 300
In Sage 300, set approval rules by amount, vendor or project. Put specific rules first, then a default for everything else and test with a real A/P invoice.
Read guide →How to route voucher records by amount, vendor or project in CloudSuite Industrial
In CloudSuite Industrial, set voucher authorization rules by amount, vendor or project. Put specific rules first, then a default for everything else and test with a real voucher.
Read guide →How to set up a bill approval policy for a small team
Write one page: who can approve, up to what amount, who covers when they are away, and what a person may not approve. Then set your software to match. Start with two or three limits.
Read guide →How to set up A/P invoice approval in SAP B1
In SAP B1, set up approval procedure: choose who can approve and their limits, then test it with a real A/P invoice before you rely on it.
Read guide →How to set up AP invoice approval in Kinetic
Kinetic has no core AP approval workflow. People enter invoices on hold in one security group and post them from another. Logged Invoice Entry is a pending-invoice option. ECM AP Automation adds routing.
Read guide →How to set up bill approval in MYOB
MYOB's approval workflow help is written for MYOB Acumatica. For AccountRight and MYOB Business, control who can enter and record bills with user roles, and add an approval step before bills reach MYOB.
Read guide →How to set up bill approval in MYOB Acumatica
In MYOB Acumatica, set up approval workflow: choose who can approve and their limits, then test it with a real bill before you rely on it.
Read guide →How to set up bill approval in Sage Intacct
In Sage Intacct, set up bill approval: choose who can approve and their limits, then test it with a real bill before you rely on it.
Read guide →How to set up bill approval in Xero
In Xero, set up submit for approval: choose who can approve and their limits, then test it with a real bill before you rely on it.
Read guide →How to set up invoice approval in Sage 300 CRE
In Sage 300 CRE, set up pending invoice posting: choose who can approve and their limits, then test it with a real invoice before you rely on it.
Read guide →How to set up payable invoice approval in Sage 100 Contractor
Sage 100 Contractor has an invoice status field, not a routed approval workflow with named approvers. Enter invoices as Review (status 2) until checked, then change the status so they can be paid.
Read guide →How to set up purchase invoice approval in Business Central
In Business Central, set up approval workflow: choose who can approve and their limits, then test it with a real purchase invoice before you rely on it.
Read guide →How to set up purchase invoice approval in Sage 200
In Sage 200, set up authorisation: choose who can approve and their limits, then test it with a real purchase invoice before you rely on it.
Read guide →How to set up purchase invoice approval in Sage X3
In Sage X3, set up signature and workflow: choose who can approve and their limits, then test it with a real purchase invoice before you rely on it.
Read guide →How to set up supplier invoice approval in IFS Cloud
In IFS Cloud, set up posting proposal authorization: choose who can approve and their limits, then test it with a real supplier invoice before you rely on it.
Read guide →How to set up supplier invoice approval in S/4HANA
In S/4HANA, set up approval workflow: choose who can approve and their limits, then test it with a real supplier invoice before you rely on it.
Read guide →How to set up supplier invoice approval in SYSPRO
In SYSPRO, set up invoice registration and approval: choose who can approve and their limits, then test it with a real supplier invoice before you rely on it.
Read guide →How to set up two-step bill approval in Xero
Xero's own approval has one step. Someone submits the bill and a user with approval rights approves it. For two approvers in order, add a tool that holds a second step before the bill reaches Xero.
Read guide →How to set up vendor bill approval in NetSuite
In NetSuite, set up bill approval routing: choose who can approve and their limits, then test it with a real vendor bill before you rely on it.
Read guide →How to set up vendor invoice approval in Dynamics 365 Finance
In Dynamics 365 Finance, set up vendor invoice workflow: choose who can approve and their limits, then test it with a real vendor invoice before you rely on it.
Read guide →How to set up voucher approval in CloudSuite Industrial
CloudSuite Industrial has a match and authorise status, not multi-step routing by approver chain. Tick Voucher Authorization in Purchasing Parameters, then run the utility to move vouchers to Authorized.
Read guide →Purchase orders and matching
How to apply a supplier credit note to a bill in Xero
In Xero, create the supplier credit note, approve it, then use Allocate Credit to apply it to an approved bill. The bill balance drops by the credit. Allocate before you pay, or the credit sits unused against the supplier.
Read guide →How to check unit prices on a bill against the PO
Open the bill and the PO side by side. Match each bill line to a PO line, then compare unit price and quantity. Query anything higher. Pulsify links the PO and flags the lines.
Read guide →How to do a two-way match in Xero and when you need three-way
A two-way match compares the bill with the purchase order. A three-way match adds proof the goods arrived. Use two-way for most spend. Add the third document where goods are high value, delivered to site or easy to short-ship.
Read guide →How to handle a partial delivery against a purchase order in AccountRight
In AccountRight, keep the order open, check each bill against what has been billed so far and close the order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in Business Central
In Business Central, keep the purchase order open, check each purchase invoice against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in CloudSuite Industrial
In CloudSuite Industrial, keep the purchase order open, check each voucher against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in Dynamics 365 Finance
In Dynamics 365 Finance, keep the purchase order open, check each vendor invoice against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in IFS Cloud
In IFS Cloud, keep the purchase order open, check each supplier invoice against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in Kinetic
In Kinetic, keep the purchase order open, check each AP invoice against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in MYOB Acumatica
In MYOB Acumatica, keep the purchase order open, check each bill against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in MYOB Business
In MYOB Business, keep the purchase order open, check each bill against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in NetSuite
Yes. Go to Transactions > Purchases > Receive Order, tick Receive on the items that arrived and enter the quantity. The PO shows Partially Received. Partial receiving does not work for expense lines.
Read guide →How to handle a partial delivery against a purchase order in S/4HANA
In S/4HANA, keep the purchase order open, check each supplier invoice against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in Sage 100 Contractor
In Sage 100 Contractor, keep the purchase order open, check each payable invoice against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in Sage 200
In Sage 200, keep the purchase order open, check each purchase invoice against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in Sage 300
In Sage 300, keep the purchase order open, check each A/P invoice against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in Sage 300 CRE
In Sage 300 CRE, keep the commitment open, check each invoice against what has been billed so far and close the commitment only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in Sage 50
In Sage 50, keep the purchase order open, check each purchase invoice against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in Sage Intacct
In Sage Intacct, keep the purchase order open, check each bill against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in Sage X3
In Sage X3, keep the purchase order open, check each purchase invoice against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in SAP B1
In SAP B1, keep the purchase order open, check each A/P invoice against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in SYSPRO
In SYSPRO, keep the purchase order open, check each supplier invoice against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against a purchase order in Xero
In Xero, keep the purchase order open, check each bill against what has been billed so far and close the purchase order only when the last delivery is invoiced.
Read guide →How to handle a partial delivery against one purchase order
Bill only what was delivered, keep the purchase order open, and track the balance after each invoice. In Xero that balance is a manual job. Pulsify shows how much of the PO has been claimed and what is left.
Read guide →How to match a bill to a purchase order in AccountRight
In AccountRight, open the order, compare each bill line to the order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a bill to a purchase order in MYOB Acumatica
In MYOB Acumatica, open the purchase order, compare each bill line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a bill to a purchase order in MYOB Business
In MYOB Business, open the purchase order, compare each bill line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a bill to a purchase order in Sage Intacct
In Sage Intacct, open the purchase order, compare each bill line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a bill to a purchase order in Xero
In Xero, open the purchase order, compare each bill line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a payable invoice to a purchase order in Sage 100 Contractor
In Sage 100 Contractor, open the purchase order, compare each payable invoice line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a purchase invoice to a purchase order in Business Central
In Business Central, open the purchase order, compare each purchase invoice line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a purchase invoice to a purchase order in Sage 200
In Sage 200, open the purchase order, compare each purchase invoice line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a purchase invoice to a purchase order in Sage 50
In Sage 50, open the purchase order, compare each purchase invoice line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a purchase invoice to a purchase order in Sage X3
In Sage X3, open the purchase order, compare each purchase invoice line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a supplier invoice to a purchase order in IFS Cloud
In IFS Cloud, open the purchase order, compare each supplier invoice line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a supplier invoice to a purchase order in S/4HANA
In S/4HANA, open the purchase order, compare each supplier invoice line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a supplier invoice to a purchase order in SYSPRO
In SYSPRO, open the purchase order, compare each supplier invoice line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a vendor bill to a purchase order in NetSuite
In NetSuite, open the purchase order, compare each vendor bill line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a vendor invoice to a purchase order in Dynamics 365 Finance
In Dynamics 365 Finance, open the purchase order, compare each vendor invoice line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a vendor invoice to a purchase order in Sage 300
In Sage 300, open the purchase order, compare each A/P invoice line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a vendor invoice to a purchase order in Sage 300 CRE
In Sage 300 CRE, open the commitment, compare each invoice line to the commitment line on quantity and unit price and query any difference before you approve.
Read guide →How to match a vendor invoice to a purchase order in SAP B1
In SAP B1, open the purchase order, compare each A/P invoice line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match a voucher to a purchase order in CloudSuite Industrial
In CloudSuite Industrial, open the purchase order, compare each voucher line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to match an AP invoice to a purchase order in Kinetic
In Kinetic, open the purchase order, compare each AP invoice line to the purchase order line on quantity and unit price and query any difference before you approve.
Read guide →How to raise a purchase order and get it approved in Business Central
In Business Central, create a purchase order with the vendor, lines and prices. Submit it for approval and send it to the vendor only after it is approved.
Read guide →How to raise a purchase order and get it approved in CloudSuite Industrial
In CloudSuite Industrial, create a purchase order with the vendor, lines and prices. Submit it for approval and send it to the vendor only after it is approved.
Read guide →How to raise a purchase order and get it approved in Dynamics 365 Finance
In Dynamics 365 Finance, create a purchase order with the vendor, lines and prices. Submit it for approval and send it to the vendor only after it is approved.
Read guide →How to raise a purchase order and get it approved in IFS Cloud
In IFS Cloud, create a purchase order with the supplier, lines and prices. Submit it for approval and send it to the supplier only after it is approved.
Read guide →How to raise a purchase order and get it approved in Kinetic
In Kinetic, create a purchase order with the supplier, lines and prices. Submit it for approval and send it to the supplier only after it is approved.
Read guide →How to raise a purchase order and get it approved in MYOB Acumatica
Tick Require Approval in Purchase Orders Preferences (PO101000) and add an approval map for each PO type. Create the order on PO301000. It shows Pending Approval until the approver clicks Approve.
Read guide →How to raise a purchase order and get it approved in NetSuite
In NetSuite, create a purchase order with the vendor, lines and prices. Submit it for approval and send it to the vendor only after it is approved.
Read guide →How to raise a purchase order and get it approved in S/4HANA
In S/4HANA, create a purchase order with the supplier, lines and prices. Submit it for approval and send it to the supplier only after it is approved.
Read guide →How to raise a purchase order and get it approved in Sage 100 Contractor
In Sage 100 Contractor, create a purchase order with the vendor, lines and prices. Submit it for approval and send it to the vendor only after it is approved.
Read guide →How to raise a purchase order and get it approved in Sage 200
In Sage 200, create a purchase order with the supplier, lines and prices. Submit it for approval and send it to the supplier only after it is approved.
Read guide →How to raise a purchase order and get it approved in Sage 300
In Sage 300 approval applies to requisitions, not to the purchase order itself. Turn on requisition approval in P/O Options. Only approved requisitions can be converted to a PO.
Read guide →How to raise a purchase order and get it approved in Sage 50
Sage 50 Accounts has no purchase order approval step. In the UK you can separate the New/Edit and Place Order user rights. Approval add-ons include Compleat, PaperLess and Codeless Platforms.
Read guide →How to raise a purchase order and get it approved in Sage Intacct
Tick Enable purchasing approval under Purchasing > Setup > Configuration and add an approval policy for the purchase order transaction definition. Approvers approve the PO before it can be converted.
Read guide →How to raise a purchase order and get it approved in Sage X3
In Sage X3, create a purchase order with the supplier, lines and prices. Submit it for approval and send it to the supplier only after it is approved.
Read guide →How to raise a purchase order and get it approved in SAP B1
In SAP B1, create a purchase order with the vendor, lines and prices. Submit it for approval and send it to the vendor only after it is approved.
Read guide →How to raise a purchase order and get it approved in SYSPRO
In SYSPRO approval is in the requisition system. Purchase Order Entry itself has no approval step. Enter a requisition, approve it, then convert it into a purchase order.
Read guide →How to raise a purchase order and get it approved in Xero
In Xero, create a purchase order with the supplier, lines and prices. Submit it for approval and send it to the supplier only after it is approved.
Read guide →How to raise a purchase order in AccountRight
In AccountRight, create an order with the supplier card, lines and prices. Submit it for approval and send it to the supplier card only after it is approved.
Read guide →How to raise a purchase order in MYOB Business
In MYOB Business, create a purchase order with the supplier, lines and prices. Submit it for approval and send it to the supplier only after it is approved.
Read guide →How to raise a purchase order in Xero and get it approved
In Xero go to Purchases > Purchase orders > New purchase order, fill in the lines and submit it for approval. Once approved, send the PDF to the supplier. Pulsify can approve POs by rule and create them in Xero.
Read guide →How to set a price tolerance on purchase order matching in CloudSuite Industrial
In CloudSuite Industrial, decide how far a voucher line may differ from the purchase order before a person must look at it. Set that limit where CloudSuite Industrial allows one and name who can pass a difference.
Read guide →How to set a price tolerance on purchase order matching in Dynamics 365 Finance
In Dynamics 365 Finance, decide how far a vendor invoice line may differ from the purchase order before a person must look at it. Set that limit where Dynamics 365 Finance allows one and name who can pass a difference.
Read guide →How to set a price tolerance on purchase order matching in IFS Cloud
In IFS Cloud, set the tolerance levels on the Invoice/PO Matching tab of the Company page. A gap inside them is posted for you. For a gap outside them, add the difference posting by hand and name who can pass it.
Read guide →How to set a price tolerance on purchase order matching in MYOB Acumatica
MYOB Acumatica help describes no price tolerance. The tolerance is on quantity received as a percent of quantity ordered, set on the Vendors form (AP303000) under Receipt Actions.
Read guide →How to set a price tolerance on purchase order matching in NetSuite
Yes, through the NetSuite Approvals Workflow SuiteApp. Set Amount Tolerance and Quantity Tolerance on the item, vendor or subsidiary record. There is no separate unit price tolerance field.
Read guide →How to set a price tolerance on purchase order matching in S/4HANA
In S/4HANA, decide how far a supplier invoice line may differ from the purchase order before a person must look at it. Set that limit where S/4HANA allows one and name who can pass a difference.
Read guide →How to set a price tolerance on purchase order matching in Sage 100 Contractor
In Sage 100 Contractor, decide how far a payable invoice line may differ from the purchase order before a person must look at it. Set that limit where Sage 100 Contractor allows one and name who can pass a difference.
Read guide →How to set a price tolerance on purchase order matching in Sage 200
Sage 200 has no price tolerance on purchase order matching. It shows a warning if the totals differ and posts the difference to Cost Price Differences. Compare each invoice line to the order yourself.
Read guide →How to set a price tolerance on purchase order matching in Sage 300 CRE
Sage 300 CRE sources describe a tolerance on the commitment total at invoice entry, not a per-line price tolerance. Set the tolerance under AP Settings > Invoice Settings > Warning message settings.
Read guide →How to set a price tolerance on purchase order matching in Sage Intacct
Yes. Tick Enable match tolerances under Purchasing > Setup > Configuration and set a percent for quantity and unit price. A bill outside tolerance is saved as an exception until someone overrides it.
Read guide →How to set a price tolerance on purchase order matching in Sage X3
In Sage X3, decide how far a purchase invoice line may differ from the purchase order before a person must look at it. Set that limit where Sage X3 allows one and name who can pass a difference.
Read guide →How to set a price tolerance on purchase order matching in SYSPRO
In SYSPRO, decide how far a supplier invoice line may differ from the purchase order before a person must look at it. Set that limit where SYSPRO allows one and name who can pass a difference.
Read guide →How to set a price tolerance when matching invoices to POs
Decide how far an invoice may differ from the PO before someone queries it. Pulsify uses no percentage. It flags any unit price that differs and any quantity above the PO line, to the cent.
Read guide →Get bills in
How to email supplier bills straight into Xero with the PDF attached
In Xero go to Purchases > Bills, click New bill, then Copy your forwarding email address. Forward supplier bills there as attachments. Xero makes a draft bill for each one with the PDF attached. Check each draft before you approve.
Read guide →How to get AP invoice records in by email to Kinetic
Set up one address for AP invoice records. Ask each supplier to send invoices there. Read and enter each one into Kinetic, with the original file attached.
Read guide →How to get bill records in by email to AccountRight
Set up one address for bill records. Ask each supplier card to send invoices there. Read and enter each one into AccountRight, with the original file attached.
Read guide →How to get bill records in by email to MYOB Acumatica
Set up one address for bill records. Ask each vendor to send invoices there. Read and enter each one into MYOB Acumatica, with the original file attached.
Read guide →How to get bill records in by email to MYOB Business
Set up one address for bill records. Ask each supplier to send invoices there. Read and enter each one into MYOB Business, with the original file attached.
Read guide →How to get bill records in by email to Sage Intacct
Set up one address for bill records. Ask each vendor to send invoices there. Read and enter each one into Sage Intacct, with the original file attached.
Read guide →How to get bill records in by email to Xero
Set up one address for bill records. Ask each supplier to send invoices there. Read and enter each one into Xero, with the original file attached.
Read guide →How to get invoice records in by email to Sage 300 CRE
Set up one address for invoice records. Ask each vendor to send invoices there. Read and enter each one into Sage 300 CRE, with the original file attached.
Read guide →How to get line items (not just totals) from supplier invoices into Xero
Check whether your capture method reads the header (supplier, date, total) or each line. Header-only means you key the lines in Xero by hand. A line-level method puts every line, with its own account and GST code, on the draft bill.
Read guide →How to get purchase invoice records in by email to Business Central
Set up one address for purchase invoice records. Ask each vendor to send invoices there. Read and enter each one into Business Central, with the original file attached.
Read guide →How to get purchase invoice records in by email to Sage X3
Set up one address for purchase invoice records. Ask each supplier to send invoices there. Read and enter each one into Sage X3, with the original file attached.
Read guide →How to get site invoices to accounts without chasing people
Give everyone one address. They forward the invoice or snap a photo on their phone. Accounts then reviews a coded bill in Xero or MYOB instead of chasing paper from utes, inboxes and glove boxes.
Read guide →How to get supplier invoice records in by email to IFS Cloud
Set up one address for supplier invoice records. Ask each supplier to send invoices there. Read and enter each one into IFS Cloud, with the original file attached.
Read guide →How to get supplier invoice records in by email to S/4HANA
Set up one address for supplier invoice records. Ask each supplier to send invoices there. Read and enter each one into S/4HANA, with the original file attached.
Read guide →How to get vendor invoice records in by email to Dynamics 365 Finance
Set up one address for vendor invoice records. Ask each vendor to send invoices there. Read and enter each one into Dynamics 365 Finance, with the original file attached.
Read guide →How to import A/P invoice records from a CSV into SAP B1
Yes. Use the Data Transfer Workbench (DTW) with the template for the document. Save as .csv or .txt and keep each file to 10,000 records or fewer. It loads open documents, not closed past activity.
Read guide →How to import AP invoice records from a CSV into Kinetic
Kinetic loads AP invoices from a file through the Data Management Tool (DMT), which needs its own licence. Build the header and line columns in the order DMT expects, load the file, then post the group.
Read guide →How to import bill records from a CSV into AccountRight
In AccountRight, use the import template for bill records. Fill one row per line, keep the same invoice number on every line of a bill, test with a few rows, then import.
Read guide →How to import bill records from a CSV into MYOB Acumatica
In MYOB Acumatica, build an import scenario for the Bills and Adjustments screen and map your file columns to the bill fields. Fill one row per line, keep the same invoice number on every line of a bill, test with a few rows, then import.
Read guide →How to import bill records from a CSV into Sage Intacct
In Sage Intacct, use the import template for bill records. Fill one row per line, keep the same invoice number on every line of a bill, test with a few rows, then import.
Read guide →How to import bill records from a CSV into Xero
Yes. Go to Purchases > Bills > New bill > Import from CSV and use the Xero template. Imported bills arrive as drafts that you review and approve. Rows with the same Invoice Number join into one bill.
Read guide →How to import invoice records from a CSV into Sage 300 CRE
Yes. Use Accounts Payable > Tools > Import Invoices with a comma-delimited text file in the Variable or Fixed layout. Fix rejected rows and re-import them. Importing does not post the invoices.
Read guide →How to import purchase invoice records from a CSV into Sage 200
In Sage 200, use the import template for purchase invoice records. Fill one row per line, keep the same invoice number on every line of a bill, test with a few rows, then import.
Read guide →How to import purchase invoice records from a CSV into Sage 50
In Sage 50, use the import template for purchase invoice records. Fill one row per line, keep the same invoice number on every line of a bill, test with a few rows, then import.
Read guide →How to import purchase invoice records from a CSV into Sage X3
In Sage X3, use the import template for purchase invoice records. Fill one row per line, keep the same invoice number on every line of a bill, test with a few rows, then import.
Read guide →How to import supplier bills into Dynamics 365 Finance with a data package
Dynamics 365 Finance imports vendor invoices through data packages in Data management. Export the invoice entities from existing invoices to get the layout.
Read guide →How to import supplier bills into MYOB
In MYOB AccountRight, go to File > Import/Export Assistant, choose Import data, pick Purchases, select your file and match its columns to MYOB fields. Back up first and test with one bill. MYOB Business works differently.
Read guide →How to import supplier bills into Xero from a CSV
In Xero go to Purchases > Bills, click New bill, then Import. Download the template, fill one row per bill line, save as CSV and upload it. Xero creates draft bills for you to check and approve.
Read guide →How to import supplier invoice records from a CSV into IFS Cloud
In IFS Cloud, use the import template for supplier invoice records. Fill one row per line, keep the same invoice number on every line of a bill, test with a few rows, then import.
Read guide →How to import vendor bill records from a CSV into NetSuite
In NetSuite, use the import template for vendor bill records. Fill one row per line, keep the same invoice number on every line of a bill, test with a few rows, then import.
Read guide →How to import vendor invoice records from a CSV into Sage 300
In Sage 300, use the import template for A/P invoice records. Fill one row per line, keep the same invoice number on every line of a bill, test with a few rows, then import.
Read guide →How to upload invoices and bills to Xero
In Xero, open Purchases > Bills, click New bill, choose Upload bills and select your PDF, JPG or PNG files. Each file becomes a draft bill. Check the lines, account codes and tax rates before you approve.
Read guide →How to use Xero's built-in document capture and when line items need more
Send the bill to Xero by email, upload or the app. Xero reads it and queues it in Documents. Review the details, create the bill, then check the account on each line.
Read guide →Check prices
How to catch overcharges on supplier invoices
Compare each line to the agreed price, the PO and the last bill for that item. Check for a duplicate. Hold any bill that differs and ask the supplier before you pay.
Read guide →How to check A/P invoice lines against agreed vendor prices in Sage 300
Keep the agreed price list for each vendor outside Sage 300. Compare each A/P invoice unit price to the list and query any difference. Update the list when prices change.
Read guide →How to check AP invoice lines against agreed supplier prices in Kinetic
Keep the agreed price list for each supplier outside Kinetic. Compare each AP invoice unit price to the list and query any difference. Update the list when prices change.
Read guide →How to check bill lines against agreed vendor prices in MYOB Acumatica
Keep the agreed price list for each vendor outside MYOB Acumatica. Compare each bill unit price to the list and query any difference. Update the list when prices change.
Read guide →How to check bill lines against agreed vendor prices in Sage Intacct
Keep the agreed price list for each vendor outside Sage Intacct. Compare each bill unit price to the list and query any difference. Update the list when prices change.
Read guide →How to check contract or rebate pricing is applied on invoices
Keep contract prices in a list and compare each invoice line to it. For rebates, total your spend per supplier and compare it to the terms at period end. Pulsify checks contract unit prices. Rebates stay manual.
Read guide →How to check invoices against agreed supplier prices
Keep the agreed unit price for each item in one list. Compare each invoice line to it before you approve. Send back any line at a different price. Pulsify does the comparison on every line.
Read guide →How to check purchase invoice lines against agreed supplier prices in Sage 200
Keep the agreed price list for each supplier outside Sage 200. Compare each purchase invoice unit price to the list and query any difference. Update the list when prices change.
Read guide →How to check purchase invoice lines against agreed supplier prices in Sage X3
Keep the agreed price list for each supplier outside Sage X3. Compare each purchase invoice unit price to the list and query any difference. Update the list when prices change.
Read guide →How to check purchase invoice lines against agreed vendor prices in Business Central
Keep the agreed price list for each vendor outside Business Central. Compare each purchase invoice unit price to the list and query any difference. Update the list when prices change.
Read guide →How to check supplier invoice lines against agreed supplier prices in IFS Cloud
Keep the agreed price list for each supplier outside IFS Cloud. Compare each supplier invoice unit price to the list and query any difference. Update the list when prices change.
Read guide →How to check supplier invoice lines against agreed supplier prices in SYSPRO
Keep the agreed price list for each supplier outside SYSPRO. Compare each supplier invoice unit price to the list and query any difference. Update the list when prices change.
Read guide →How to check supplier price rises on every invoice
Keep the agreed unit price for each item. Compare every invoice line to it. Query any line that costs more and ask for the price rise notice. Pulsify does the comparison on each bill from a CSV price list.
Read guide →How to check vendor bill lines against agreed vendor prices in NetSuite
Keep the agreed price list for each vendor outside NetSuite. Compare each vendor bill unit price to the list and query any difference. Update the list when prices change.
Read guide →How to check vendor invoice lines against agreed vendor prices in Dynamics 365 Finance
Keep the agreed price list for each vendor outside Dynamics 365 Finance. Compare each vendor invoice unit price to the list and query any difference. Update the list when prices change.
Read guide →How to check voucher lines against agreed vendor prices in CloudSuite Industrial
Keep the agreed price list for each vendor outside CloudSuite Industrial. Compare each voucher unit price to the list and query any difference. Update the list when prices change.
Read guide →How to get money back when a supplier overcharged you
Send the supplier the invoice, the agreed price and the difference. Ask for a credit note. Enter it in Xero and apply it to the bill. If you already paid, take the credit on your next bill.
Read guide →How to keep supplier price lists up to date when prices change
Get the new prices in writing and update your list the day they start. In Pulsify, click Replace on the supplier's tab and upload the new CSV. The new file replaces the whole list.
Read guide →How to set up a supplier price list so every bill is checked
Make a CSV with item code, description and unit price ex GST. One list per supplier. Upload it on the Database page under Price Lists, match the three columns and save. Every later bill from that supplier is checked.
Read guide →How to track supplier price rises over time in Xero
Xero does not show price history by item. Export your bills, put item, date and unit price in a spreadsheet and sort by item. A rise shows as a change down the column. Pulsify flags new bills above your list.
Read guide →Stop fraud and errors
How to check a supplier card's ABN in AccountRight
Look up the supplier card's ABN on ABN Lookup, then save it in AccountRight. Check the status is active, the name matches and the supplier is registered for GST.
Read guide →How to check a supplier's ABN in IFS Cloud
Look up the supplier's ABN on ABN Lookup, then save it in IFS Cloud. Check the status is active, the name matches and the supplier is registered for GST.
Read guide →How to check a supplier's ABN in MYOB Business
Look up the supplier's ABN on ABN Lookup, then save it in MYOB Business. Check the status is active, the name matches and the supplier is registered for GST.
Read guide →How to check a supplier's ABN in S/4HANA
Look up the supplier's ABN on ABN Lookup, then save it in S/4HANA. Check the status is active, the name matches and the supplier is registered for GST.
Read guide →How to check a supplier's ABN in Sage X3
Look up the supplier's ABN on ABN Lookup, then save it in Sage X3. Check the status is active, the name matches and the supplier is registered for GST.
Read guide →How to check a supplier's ABN in Xero
Look up the supplier's ABN on ABN Lookup, then save it in Xero. Check the status is active, the name matches and the supplier is registered for GST.
Read guide →How to check a supplier's ABN on an invoice
Search the ABN on ABN Lookup. Check the status is active and see whether the business is registered for GST. If the invoice charges GST, the supplier should be registered. Match the ABN to your supplier record before you pay.
Read guide →How to check a supplier's VAT number in Sage 200
Look up the supplier's VAT number with the HMRC Check a UK VAT number service, then save it in Sage 200. Check the name and address match the supplier.
Read guide →How to check a supplier's VAT number in Sage 50
Look up the supplier's VAT number with the HMRC Check a UK VAT number service, then save it in Sage 50. Check the name and address match the supplier.
Read guide →How to check a vendor's ABN in Business Central
Look up the vendor's ABN on ABN Lookup, then save it in Business Central. Check the status is active, the name matches and the supplier is registered for GST.
Read guide →How to check a vendor's ABN in CloudSuite Industrial
Look up the vendor's ABN on ABN Lookup, then save it in CloudSuite Industrial. Check the status is active, the name matches and the supplier is registered for GST.
Read guide →How to check a vendor's ABN in Dynamics 365 Finance
Look up the vendor's ABN on ABN Lookup, then save it in Dynamics 365 Finance. Check the status is active, the name matches and the supplier is registered for GST.
Read guide →How to check a vendor's ABN in MYOB Acumatica
Look up the vendor's ABN on ABN Lookup, then save it in MYOB Acumatica. Check the status is active, the name matches and the supplier is registered for GST.
Read guide →How to check a vendor's ABN in NetSuite
Look up the vendor's ABN on ABN Lookup, then save it in NetSuite. Check the status is active, the name matches and the supplier is registered for GST.
Read guide →How to check a vendor's ABN in Sage 300
Look up the vendor's ABN on ABN Lookup, then save it in Sage 300. Check the status is active, the name matches and the supplier is registered for GST.
Read guide →How to check a vendor's ABN in Sage Intacct
Look up the vendor's ABN on ABN Lookup, then save it in Sage Intacct. Check the status is active, the name matches and the supplier is registered for GST.
Read guide →How to check a vendor's TIN in Sage 100 Contractor
Collect a W-9 from the vendor before you pay, then save their TIN in Sage 100 Contractor. Check the name and TIN match. Filers of 1099s can validate them with IRS TIN Matching.
Read guide →How to check if a supplier changed their bank details before you pay
Compare the BSB and account number on the invoice with the supplier record in your accounting software. If they differ, ring the supplier on a number you already hold, not one from the invoice. Update the record only after they confirm.
Read guide →How to control supplier bank detail changes in Kinetic
Do not change supplier bank details in Kinetic from an email. Phone the supplier on a number you already hold, get a second approval, then update the supplier record.
Read guide →How to control supplier bank detail changes in S/4HANA
Do not change supplier bank details in S/4HANA from an email. Phone the supplier on a number you already hold, get a second approval, then update the supplier record.
Read guide →How to control supplier bank detail changes in Sage 200
Do not change supplier bank details in Sage 200 from an email. Phone the supplier on a number you already hold, get a second approval, then update the supplier record.
Read guide →How to control supplier bank detail changes in Sage 50
Do not change supplier bank details in Sage 50 from an email. Phone the supplier on a number you already hold, get a second approval, then update the supplier record.
Read guide →How to control supplier bank detail changes in Sage X3
Do not change supplier bank details in Sage X3 from an email. Phone the supplier on a number you already hold, get a second approval, then update the supplier record.
Read guide →How to control supplier bank detail changes in SYSPRO
Do not change supplier bank details in SYSPRO from an email. Phone the supplier on a number you already hold, get a second approval, then update the supplier record.
Read guide →How to control supplier bank detail changes in Xero
Do not change supplier bank details in Xero from an email. Phone the supplier on a number you already hold, get a second approval, then update the supplier record.
Read guide →How to control vendor bank detail changes in Business Central
Do not change vendor bank details in Business Central from an email. Phone the vendor on a number you already hold, get a second approval, then update the vendor record.
Read guide →How to control vendor bank detail changes in Dynamics 365 Finance
Do not change vendor bank details in Dynamics 365 Finance from an email. Phone the vendor on a number you already hold, get a second approval, then update the vendor record.
Read guide →How to control vendor bank detail changes in NetSuite
Do not change vendor bank details in NetSuite from an email. Phone the vendor on a number you already hold, get a second approval, then update the vendor record.
Read guide →How to control vendor bank detail changes in Sage 100 Contractor
Do not change vendor bank details in Sage 100 Contractor from an email. Phone the vendor on a number you already hold, get a second approval, then update the vendor record.
Read guide →How to control vendor bank detail changes in Sage 300
Do not change vendor bank details in Sage 300 from an email. Phone the vendor on a number you already hold, get a second approval, then update the vendor record.
Read guide →How to control vendor bank detail changes in Sage 300 CRE
Do not change vendor bank details in Sage 300 CRE from an email. Phone the vendor on a number you already hold, get a second approval, then update the vendor record.
Read guide →How to control vendor bank detail changes in Sage Intacct
Do not change vendor bank details in Sage Intacct from an email. Phone the vendor on a number you already hold, get a second approval, then update the vendor record.
Read guide →How to handle a disputed invoice
Do not pay the disputed part. Tell the supplier in writing what is wrong and what you want. Agree a fix, get a credit note if the price drops and record it against the bill.
Read guide →How to onboard a new supplier safely (ABN, bank details, first bill)
Get the supplier's ABN and bank details on a form. Check the ABN on ABN Lookup. Phone a number you already trust to confirm the bank details. Then create the contact and check the first bill against them.
Read guide →How to put a disputed AP invoice on hold in Kinetic
In Kinetic, keep the AP invoice out of the payment group with a note on what is disputed and who is chasing. Tell the supplier in writing and record the AP debit memo when it arrives.
Read guide →How to put a disputed bill on hold in MYOB Acumatica
In MYOB Acumatica, keep the bill out of the Prepare Payments with a note on what is disputed and who is chasing. Tell the vendor in writing and record the debit adjustment when it arrives.
Read guide →How to put a disputed bill on hold in Sage Intacct
In Sage Intacct, keep the bill out of the pay bills with a note on what is disputed and who is chasing. Tell the vendor in writing and record the AP adjustment when it arrives.
Read guide →How to put a disputed bill on hold in Xero
Xero Central does not describe a dispute or hold status for bills. Leave the bill in Draft or Awaiting approval, add a note with the reason and set a planned payment date to track it.
Read guide →How to put a disputed payable invoice on hold in Sage 100 Contractor
In Sage 100 Contractor, keep the payable invoice out of the vendor payment run with a note on what is disputed and who is chasing. Tell the vendor in writing and record the payable credit when it arrives.
Read guide →How to put a disputed purchase invoice on hold in Business Central
In Business Central, keep the purchase invoice out of the payment journal and Suggest Vendor Payments with a note on what is disputed and who is chasing. Tell the vendor in writing and record the purchase credit memo when it arrives.
Read guide →How to put a disputed purchase invoice on hold in Sage 200
In Sage 200, keep the purchase invoice out of the payment run with a note on what is disputed and who is chasing. Tell the supplier in writing and record the credit note when it arrives.
Read guide →How to put a disputed purchase invoice on hold in Sage 50
In Sage 50, keep the purchase invoice out of the supplier payment run with a note on what is disputed and who is chasing. Tell the supplier in writing and record the purchase credit note when it arrives.
Read guide →How to put a disputed purchase invoice on hold in Sage X3
In Sage X3, keep the purchase invoice out of the payment proposal with a note on what is disputed and who is chasing. Tell the supplier in writing and record the purchase credit memo when it arrives.
Read guide →How to put a disputed supplier invoice on hold in IFS Cloud
In IFS Cloud, keep the supplier invoice out of the payment proposal with a note on what is disputed and who is chasing. Tell the supplier in writing and record the credit note when it arrives.
Read guide →How to put a disputed supplier invoice on hold in S/4HANA
In S/4HANA, keep the supplier invoice out of the payment run with a note on what is disputed and who is chasing. Tell the supplier in writing and record the supplier credit memo when it arrives.
Read guide →How to put a disputed supplier invoice on hold in SYSPRO
In SYSPRO, keep the supplier invoice out of the payment cycle with a note on what is disputed and who is chasing. Tell the supplier in writing and record the credit note when it arrives.
Read guide →How to put a disputed vendor bill on hold in NetSuite
Yes. Open the bill in Edit and tick the Payment Hold box. Make Payment is then unavailable and the bill does not show on the Bill Payments page. Add a memo and clear the box when the dispute ends.
Read guide →How to put a disputed vendor invoice on hold in Sage 300
In Sage 300, keep the A/P invoice out of the payment batch with a note on what is disputed and who is chasing. Tell the vendor in writing and record the credit note when it arrives.
Read guide →How to put a disputed vendor invoice on hold in Sage 300 CRE
In Sage 300 CRE, keep the invoice out of the Select Invoices to Pay with a note on what is disputed and who is chasing. Tell the vendor in writing and record the credit invoice when it arrives.
Read guide →How to put a disputed vendor invoice on hold in SAP B1
In SAP B1, keep the A/P invoice out of the payment run with a note on what is disputed and who is chasing. Tell the vendor in writing and record the A/P credit memo when it arrives.
Read guide →How to put a disputed voucher on hold in CloudSuite Industrial
In CloudSuite Industrial, keep the voucher out of the Generate Automatic Payments with a note on what is disputed and who is chasing. Tell the vendor in writing and record the debit memo when it arrives.
Read guide →How to set up a new supplier card safely in AccountRight
Before the first bill, collect the supplier card's ABN and bank details, check the ABN, phone to confirm, have a second person approve the supplier card record in AccountRight, then enter the first bill.
Read guide →How to set up a new supplier safely in IFS Cloud
Before the first bill, collect the supplier's ABN and bank details, check the ABN, phone to confirm, have a second person approve the supplier record in IFS Cloud, then enter the first supplier invoice.
Read guide →How to set up a new supplier safely in Kinetic
Before the first bill, collect the supplier's ABN and bank details, check the ABN, phone to confirm, have a second person approve the supplier record in Kinetic, then enter the first AP invoice.
Read guide →How to set up a new supplier safely in MYOB Business
Before the first bill, collect the supplier's ABN and bank details, check the ABN, phone to confirm, have a second person approve the supplier record in MYOB Business, then enter the first bill.
Read guide →How to set up a new supplier safely in S/4HANA
Before the first bill, collect the supplier's ABN and bank details, check the ABN, phone to confirm, have a second person approve the supplier record in S/4HANA, then enter the first supplier invoice.
Read guide →How to set up a new supplier safely in Sage 200
Before the first bill, collect the supplier's VAT number and bank details, check the VAT number with HMRC, phone to confirm, have a second person approve the supplier record in Sage 200, then enter the first purchase invoice.
Read guide →How to set up a new supplier safely in Sage 50
Before the first bill, collect the supplier's VAT number and bank details, check the VAT number with HMRC, phone to confirm, have a second person approve the supplier record in Sage 50, then enter the first purchase invoice.
Read guide →How to set up a new supplier safely in Sage X3
Before the first bill, collect the supplier's ABN and bank details, check the ABN, phone to confirm, have a second person approve the supplier record in Sage X3, then enter the first purchase invoice.
Read guide →How to set up a new supplier safely in SYSPRO
Before the first bill, collect the supplier's ABN and bank details, check the ABN, phone to confirm, have a second person approve the supplier record in SYSPRO, then enter the first supplier invoice.
Read guide →How to set up a new supplier safely in Xero
Before the first bill, collect the supplier's ABN and bank details, check the ABN, phone to confirm, have a second person approve the supplier record in Xero, then enter the first bill.
Read guide →How to set up a new vendor safely in Business Central
Before the first bill, collect the vendor's ABN and bank details, check the ABN, phone to confirm, have a second person approve the vendor record in Business Central, then enter the first purchase invoice.
Read guide →How to set up a new vendor safely in CloudSuite Industrial
Before the first bill, collect the vendor's ABN and bank details, check the ABN, phone to confirm, have a second person approve the vendor record in CloudSuite Industrial, then enter the first voucher.
Read guide →How to set up a new vendor safely in Dynamics 365 Finance
Before the first bill, collect the vendor's ABN and bank details, check the ABN, phone to confirm, have a second person approve the vendor record in Dynamics 365 Finance, then enter the first vendor invoice.
Read guide →How to set up a new vendor safely in MYOB Acumatica
Before the first bill, collect the vendor's ABN and bank details, check the ABN, phone to confirm, have a second person approve the vendor record in MYOB Acumatica, then enter the first bill.
Read guide →How to set up a new vendor safely in NetSuite
Before the first bill, collect the vendor's ABN and bank details, check the ABN, phone to confirm, have a second person approve the vendor record in NetSuite, then enter the first vendor bill.
Read guide →How to set up a new vendor safely in Sage 100 Contractor
Before the first bill, collect a signed W-9 and the vendor's bank details, check the name and TIN match, phone to confirm, have a second person approve the vendor record in Sage 100 Contractor, then enter the first payable invoice.
Read guide →How to set up a new vendor safely in Sage 300
Before the first bill, collect the vendor's ABN and bank details, check the ABN, phone to confirm, have a second person approve the vendor record in Sage 300, then enter the first A/P invoice.
Read guide →How to set up a new vendor safely in Sage 300 CRE
Before the first bill, collect the vendor's ABN and bank details, check the ABN, phone to confirm, have a second person approve the vendor record in Sage 300 CRE, then enter the first invoice.
Read guide →How to set up a new vendor safely in Sage Intacct
Before the first bill, collect the vendor's ABN and bank details, check the ABN, phone to confirm, have a second person approve the vendor record in Sage Intacct, then enter the first bill.
Read guide →How to set up a new vendor safely in SAP B1
Before the first bill, collect the vendor's ABN and bank details, check the ABN, phone to confirm, have a second person approve the vendor record in SAP B1, then enter the first A/P invoice.
Read guide →How to stop paying a bill twice in AccountRight
Before you enter a bill in AccountRight, search the supplier card's bills for the same number or amount. Use one reference format and check the Pay Bills for repeats.
Read guide →How to stop paying a bill twice in MYOB Acumatica
Before you enter a bill in MYOB Acumatica, search the vendor's bills for the same number or amount. Use one reference format and check the Prepare Payments for repeats.
Read guide →How to stop paying a bill twice in MYOB Business
Before you enter a bill in MYOB Business, search the supplier's bills for the same number or amount. Use one reference format and check the supplier payment or electronic payment for repeats.
Read guide →How to stop paying a bill twice in Sage Intacct
Before you enter a bill in Sage Intacct, search the vendor's bills for the same number or amount. Use one reference format and check the pay bills for repeats.
Read guide →How to stop paying a bill twice in Xero
Before you enter a bill in Xero, search the supplier's bills for the same number or amount. Use one reference format and check the batch payment for repeats.
Read guide →How to stop paying a purchase invoice twice in Business Central
Before you enter a purchase invoice in Business Central, search the vendor's bills for the same number or amount. Use one reference format and check the payment journal and Suggest Vendor Payments for repeats.
Read guide →How to stop paying a purchase invoice twice in Sage 200
Before you enter a purchase invoice in Sage 200, search the supplier's bills for the same number or amount. Use one reference format and check the payment run for repeats.
Read guide →How to stop paying a purchase invoice twice in Sage 50
Before you enter a purchase invoice in Sage 50, search the supplier's bills for the same number or amount. Use one reference format and check the supplier payment run for repeats.
Read guide →How to stop paying a purchase invoice twice in Sage X3
Before you enter a purchase invoice in Sage X3, search the supplier's bills for the same number or amount. Use one reference format and check the payment proposal for repeats.
Read guide →How to stop paying a supplier invoice twice in IFS Cloud
Before you enter a supplier invoice in IFS Cloud, search the supplier's bills for the same number or amount. Use one reference format and check the payment proposal for repeats.
Read guide →How to stop paying a supplier invoice twice in Kinetic
Before you enter an AP invoice in Kinetic, search the supplier's bills for the same number or amount. Use one reference format and check the payment group for repeats.
Read guide →How to stop paying a supplier invoice twice in S/4HANA
Before you enter a supplier invoice in S/4HANA, search the supplier's bills for the same number or amount. Use one reference format and check the payment run for repeats.
Read guide →How to stop paying a supplier invoice twice in SYSPRO
Before you enter a supplier invoice in SYSPRO, search the supplier's bills for the same number or amount. Use one reference format and check the payment cycle for repeats.
Read guide →How to stop paying a vendor bill twice in NetSuite
Before you enter a vendor bill in NetSuite, search the vendor's bills for the same number or amount. Use one reference format and check the bill payment batch for repeats.
Read guide →How to stop paying a vendor invoice twice in Dynamics 365 Finance
Before you enter a vendor invoice in Dynamics 365 Finance, search the vendor's bills for the same number or amount. Use one reference format and check the payment proposal for repeats.
Read guide →How to stop paying a vendor invoice twice in Sage 300
Before you enter an A/P invoice in Sage 300, search the vendor's bills for the same number or amount. Use one reference format and check the payment batch for repeats.
Read guide →How to stop paying a vendor invoice twice in Sage 300 CRE
Before you enter an invoice in Sage 300 CRE, search the vendor's bills for the same number or amount. Use one reference format and check the Select Invoices to Pay for repeats.
Read guide →How to stop paying a vendor invoice twice in SAP B1
Before you enter an A/P invoice in SAP B1, search the vendor's bills for the same number or amount. Use one reference format and check the payment run for repeats.
Read guide →How to stop paying invoices twice in Xero
Search the supplier's bills before you enter or approve a new one. Keep one reference format. Read any duplicate warning Xero shows. Check the bills to pay list for the same supplier and amount before each pay run.
Read guide →Construction
How to check subcontractor rates against the agreed schedule of rates
Get the signed schedule of rates. Match each invoice line to a rate item. Compare the unit rate to the cent and check the quantity. Hold anything that differs. Pulsify checks unit rates against a CSV.
Read guide →How to connect Procore to Xero or MYOB for supplier invoices
Connect Xero or MYOB in Pulsify first, then connect Procore under Job Software. Confirm the suggested matches for jobs, cost codes and suppliers. One approval then sends the claim or direct cost to Procore and the bill to your ledger.
Read guide →How to job cost A/P invoice records in Sage 300
In Sage 300, create each project, tag each A/P invoice line with the project using distribution codes and optional fields and run a cost-by-project report each month.
Read guide →How to job cost A/P invoice records in SAP B1
In SAP B1, create each project, tag each A/P invoice line with the project using distribution rule, dimension and project and run a cost-by-project report each month.
Read guide →How to job cost AP invoice records in Kinetic
In Kinetic, create each job, tag each AP invoice line with the job using GL account segments and job or project and run a cost-by-job report each month.
Read guide →How to job cost bill records in AccountRight
In AccountRight, create each job, tag each bill line with the job using jobs and cost centres and run a cost-by-job report each month.
Read guide →How to job cost bill records in MYOB Acumatica
In MYOB Acumatica, create each project, tag each bill line with the project using branch, subaccount and project and run a cost-by-project report each month.
Read guide →How to job cost bill records in MYOB Business
In MYOB Business, create each job, tag each bill line with the job using jobs and run a cost-by-job report each month.
Read guide →How to job cost bill records in Sage Intacct
In Sage Intacct, create each project, tag each bill line with the project using dimensions and run a cost-by-project report each month.
Read guide →How to job cost bill records in Xero
In Xero, create each tracking option or Project, tag each bill line with the tracking option or Project using tracking categories and run a cost-by-tracking option or Project report each month.
Read guide →How to job cost invoice records in Sage 300 CRE
In Sage 300 CRE, create each job, tag each invoice line with the job using job, cost code and cost type and run a cost-by-job report each month.
Read guide →How to job cost payable invoice records in Sage 100 Contractor
In Sage 100 Contractor, create each job, tag each payable invoice line with the job using job, phase, cost code and cost type and run a cost-by-job report each month.
Read guide →How to job cost purchase invoice records in Business Central
In Business Central, create each project, tag each purchase invoice line with the project using dimensions and run a cost-by-project report each month.
Read guide →How to job cost purchase invoice records in Sage 200
In Sage 200, create each job, tag each purchase invoice line with the job using analysis codes and cost centres and run a cost-by-job report each month.
Read guide →How to job cost purchase invoice records in Sage 50
In Sage 50, create each project, tag each purchase invoice line with the project using nominal code, cost centre and department and run a cost-by-project report each month.
Read guide →How to job cost purchase invoice records in Sage X3
In Sage X3, create each project, tag each purchase invoice line with the project using analytical dimensions and run a cost-by-project report each month.
Read guide →How to job cost supplier bills in MYOB
Pick a job on each bill line in MYOB. One line takes one job, so a bill that covers two jobs needs a line for each. Then run the job reports to see cost by job.
Read guide →How to job cost supplier invoice records in IFS Cloud
In IFS Cloud, create each project, tag each supplier invoice line with the project using code parts and run a cost-by-project report each month.
Read guide →How to job cost supplier invoice records in S/4HANA
In S/4HANA, create each WBS element, tag each supplier invoice line with the WBS element using cost centre, WBS element and internal order and run a cost-by-WBS element report each month.
Read guide →How to job cost supplier invoice records in SYSPRO
In SYSPRO, create each job, tag each supplier invoice line with the job using GL distribution lines and jobs and run a cost-by-job report each month.
Read guide →How to job cost vendor bill records in NetSuite
In NetSuite, create each project, tag each vendor bill line with the project using department, class, location and project and run a cost-by-project report each month.
Read guide →How to job cost vendor invoice records in Dynamics 365 Finance
In Dynamics 365 Finance, create each project, tag each vendor invoice line with the project using financial dimensions and run a cost-by-project report each month.
Read guide →How to job cost voucher records in CloudSuite Industrial
In CloudSuite Industrial, create each project, tag each voucher line with the project using distributions and run a cost-by-project report each month.
Read guide →How to record retention on a subcontractor bill
Find the retention rate in the contract. On each claim, work out the amount held back, record the bill at full value with the retention as a liability, pay the rest and keep a schedule per subcontractor. Release it when the contract says.
Read guide →How to record retention on a subcontractor bill in AccountRight
AccountRight has no retention report. You set it up by hand: a Retentions Payable account and an item called RETWHELD. Enter it as a negative line on each progress bill and a positive line on the final bill.
Read guide →How to record retention on a subcontractor bill in MYOB Acumatica
Work out the retention under the contract, record the bill for the full claim and the amount held back and track the retention balance for the vendor until you release it.
Read guide →How to record retention on a subcontractor bill in Sage Intacct
Work out the retention under the contract, record the bill for the full claim and the amount held back and track the retention balance for the vendor until you release it.
Read guide →How to record retention on a subcontractor invoice in Sage 300 CRE
Work out the retention under the contract, record the invoice for the full claim and the amount held back and track the retention balance for the vendor until you release it.
Read guide →How to record retention on a subcontractor payable invoice in Sage 100 Contractor
Work out the retention under the contract, record the payable invoice for the full claim and the amount held back and track the retention balance for the vendor until you release it.
Read guide →How to record retention on a subcontractor purchase invoice in Sage X3
Sage X3 has a withholding at source feature that can hold back a rate on an invoice or on payment.
Read guide →How to record retention on a subcontractor supplier invoice in IFS Cloud
Work out the retention under the contract, record the supplier invoice for the full claim and the amount held back and track the retention balance for the supplier until you release it.
Read guide →How to record retention on a subcontractor supplier invoice in S/4HANA
Yes. Set Retention as a percentage on the purchase order. When you enter the invoice SAP proposes the retention amount. Retention cannot be used together with prepayment of an invoice.
Read guide →How to record retention on a subcontractor vendor invoice in Sage 300
Work out the retention under the contract, record the A/P invoice for the full claim and the amount held back and track the retention balance for the vendor until you release it.
Read guide →How to verify a subcontractor progress claim before you pay it
Check six things before you approve a progress claim: the contract or PO, the work actually done, what was claimed before, a valid tax invoice, the subbie's ABN and the bank details. Then approve, and keep the evidence.
Read guide →Freight and wholesale
How to check a freight invoice against the quote
Put the quote and the invoice side by side. Check the weight, the zone, the base rate, each surcharge and the GST. Query any line that is not on the quote before you approve the bill.
Read guide →How to check freight and fuel surcharges on supplier bills
Find the agreed freight rate and the surcharge rule in your quote or contract. Work out what the surcharge should be from the base charge. Compare it to the line on the bill. Query any difference before you pay.
Read guide →How to process 3PL invoices in Xero or MYOB
Enter the 3PL invoice as one bill with a line for each charge type. Give each line its own account and GST code. Check the rates against your agreement, then approve. Repeat the same coding every month.
Read guide →Tax and month end
How to apply a credit invoice to a vendor invoice in Sage 300 CRE
In Sage 300 CRE, enter the credit invoice for the vendor, then allocate it to the invoice it credits. Pay the balance that is left.
Read guide →How to apply a credit memo to a vendor invoice in SAP B1
In SAP B1, enter the A/P credit memo for the vendor, then allocate it to the A/P invoice it credits. Pay the balance that is left.
Read guide →How to apply a credit note to a bill in Xero
In Xero, enter the credit note for the supplier, then allocate it to the bill it credits. Pay the balance that is left.
Read guide →How to apply a credit note to a purchase invoice in Sage 200
In Sage 200, enter the credit note for the supplier, then allocate it to the purchase invoice it credits. Pay the balance that is left.
Read guide →How to apply a credit note to a supplier invoice in IFS Cloud
In IFS Cloud, enter the credit note for the supplier, then allocate it to the supplier invoice it credits. Pay the balance that is left.
Read guide →How to apply a credit note to a supplier invoice in SYSPRO
In SYSPRO, enter the credit note for the supplier, then allocate it to the supplier invoice it credits. Pay the balance that is left.
Read guide →How to apply a credit note to a vendor invoice in Sage 300
In Sage 300, enter the credit note for the vendor, then allocate it to the A/P invoice it credits. Pay the balance that is left.
Read guide →How to apply a debit adjustment to a bill in MYOB Acumatica
In MYOB Acumatica, enter the debit adjustment for the vendor, then allocate it to the bill it credits. Pay the balance that is left.
Read guide →How to apply a debit memo to a supplier invoice in Kinetic
In Kinetic, enter the AP debit memo for the supplier, then allocate it to the AP invoice it credits. Pay the balance that is left.
Read guide →How to apply a debit memo to a voucher in CloudSuite Industrial
In CloudSuite Industrial, enter the debit memo for the vendor, then allocate it to the voucher it credits. Pay the balance that is left.
Read guide →How to apply a payable credit to a payable invoice in Sage 100 Contractor
In Sage 100 Contractor, enter the payable credit for the vendor, then allocate it to the payable invoice it credits. Pay the balance that is left.
Read guide →How to apply a purchase credit memo to a purchase invoice in Business Central
In Business Central, enter the purchase credit memo for the vendor, then allocate it to the purchase invoice it credits. Pay the balance that is left.
Read guide →How to apply a purchase credit memo to a purchase invoice in Sage X3
In Sage X3, enter the purchase credit memo for the supplier, then allocate it to the purchase invoice it credits. Pay the balance that is left.
Read guide →How to apply a purchase credit note to a purchase invoice in Sage 50
In Sage 50, enter the purchase credit note for the supplier, then allocate it to the purchase invoice it credits. Pay the balance that is left.
Read guide →How to apply a supplier credit memo to a supplier invoice in S/4HANA
In S/4HANA, enter the supplier credit memo for the supplier, then allocate it to the supplier invoice it credits. Pay the balance that is left.
Read guide →How to apply a supplier debit to a bill in AccountRight
In AccountRight, enter the supplier debit for the supplier card, then allocate it to the bill it credits. Pay the balance that is left.
Read guide →How to apply a supplier return to a bill in MYOB Business
In MYOB Business, enter the supplier return for the supplier, then allocate it to the bill it credits. Pay the balance that is left.
Read guide →How to apply a vendor credit note to a vendor invoice in Dynamics 365 Finance
In Dynamics 365 Finance, enter the vendor credit note for the vendor, then allocate it to the vendor invoice it credits. Pay the balance that is left.
Read guide →How to apply a vendor credit to a bill in Sage Intacct
In Sage Intacct, enter the AP adjustment for the vendor, then allocate it to the bill it credits. Pay the balance that is left.
Read guide →How to apply a vendor credit to a vendor bill in NetSuite
In NetSuite, enter the vendor credit for the vendor, then allocate it to the vendor bill it credits. Pay the balance that is left.
Read guide →How to check a tax invoice has what the ATO needs
A tax invoice for a sale under $1,000 needs seven details. At $1,000 or more it also needs the buyer's identity or ABN. You need one to claim GST credits on purchases over $82.50.
Read guide →How to check GST coding on A/P invoice records in SAP B1 before you lodge your BAS
In SAP B1, run the GST report by tax code for the period. Review large bills, new suppliers and freight, fix wrong tax code entries and check you hold a tax invoice for each credit.
Read guide →How to check GST coding on AP invoice records in Kinetic before you lodge your BAS
In Kinetic, run the GST report by tax rate or tax type for the period. Review large bills, new suppliers and freight, fix wrong tax rate or tax type entries and check you hold a tax invoice for each credit.
Read guide →How to check GST coding on bill records in AccountRight before you lodge your BAS
In AccountRight, run the GST report by tax code for the period. Review large bills, new suppliers and freight, fix wrong tax code entries and check you hold a tax invoice for each credit.
Read guide →How to check GST coding on bill records in MYOB Acumatica before you lodge your BAS
In MYOB Acumatica, run the GST report by tax category for the period. Review large bills, new suppliers and freight, fix wrong tax category entries and check you hold a tax invoice for each credit.
Read guide →How to check GST coding on bill records in MYOB Business before you lodge your BAS
In MYOB Business, run the GST report by tax code for the period. Review large bills, new suppliers and freight, fix wrong tax code entries and check you hold a tax invoice for each credit.
Read guide →How to check GST coding on bill records in Sage Intacct before you lodge your BAS
In Sage Intacct, run the GST report by tax detail for the period. Review large bills, new suppliers and freight, fix wrong tax detail entries and check you hold a tax invoice for each credit.
Read guide →How to check GST coding on bill records in Xero before you lodge your BAS
In Xero, run the GST report by tax rate for the period. Review large bills, new suppliers and freight, fix wrong tax rate entries and check you hold a tax invoice for each credit.
Read guide →How to check GST coding on bills before you lodge your BAS
Run the GST report for the quarter, list every bill, and check each tax code against the invoice. You can only claim GST credits with a valid tax invoice for purchases over $82.50. Fix errors before you lodge.
Read guide →How to check GST coding on purchase invoice records in Business Central before you lodge your BAS
In Business Central, run the GST report by VAT posting group (GST) for the period. Review large bills, new suppliers and freight, fix wrong VAT posting group (GST) entries and check you hold a tax invoice for each credit.
Read guide →How to check GST coding on purchase invoice records in Sage X3 before you lodge your BAS
In Sage X3, run the GST report by tax rule and tax rate for the period. Review large bills, new suppliers and freight, fix wrong tax rule and tax rate entries and check you hold a tax invoice for each credit.
Read guide →How to check GST coding on supplier invoice records in S/4HANA before you lodge your BAS
In S/4HANA, run the GST report by tax code for the period. Review large bills, new suppliers and freight, fix wrong tax code entries and check you hold a tax invoice for each credit.
Read guide →How to check GST coding on supplier invoice records in SYSPRO before you lodge your BAS
In SYSPRO, run the GST report by tax code for the period. Review large bills, new suppliers and freight, fix wrong tax code entries and check you hold a tax invoice for each credit.
Read guide →How to check GST coding on vendor bill records in NetSuite before you lodge your BAS
In NetSuite, run the GST report by tax code for the period. Review large bills, new suppliers and freight, fix wrong tax code entries and check you hold a tax invoice for each credit.
Read guide →How to check GST coding on vendor invoice records in Dynamics 365 Finance before you lodge your BAS
In Dynamics 365 Finance, run the GST report by sales tax code for the period. Review large bills, new suppliers and freight, fix wrong sales tax code entries and check you hold a tax invoice for each credit.
Read guide →How to check GST coding on vendor invoice records in Sage 300 before you lodge your BAS
In Sage 300, run the GST report by tax class and tax authority for the period. Review large bills, new suppliers and freight, fix wrong tax class and tax authority entries and check you hold a tax invoice for each credit.
Read guide →How to check sales and use tax coding on payable invoice records in Sage 100 Contractor before you file
In Sage 100 Contractor, run the tax report by sales tax or use tax rate for the period. Review large bills, out-of-state vendors and exempt purchases, fix wrong sales tax or use tax rate entries and accrue use tax where it applies.
Read guide →How to check VAT coding on purchase invoice records in Sage 200 before you send your VAT Return
In Sage 200, run the VAT report by VAT rate for the period. Review large bills, new suppliers and reverse charge items, fix wrong VAT rate entries and check you hold a VAT invoice for each reclaim.
Read guide →How to check VAT coding on purchase invoice records in Sage 50 before you send your VAT Return
In Sage 50, run the VAT report by VAT code (T-code) for the period. Review large bills, new suppliers and reverse charge items, fix wrong VAT code (T-code) entries and check you hold a VAT invoice for each reclaim.
Read guide →How to close the month in accounts payable in AccountRight
In AccountRight, enter and approve all bill records dated in the month, accrue goods received, reconcile the Aged Payables [Summary] or [Detail] to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in Business Central
In Business Central, enter and approve all purchase invoice records dated in the month, accrue goods received, reconcile the Aged Accounts Payable report to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in CloudSuite Industrial
In CloudSuite Industrial, enter and approve all voucher records dated in the month, accrue goods received, reconcile the A/P Aging Report to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in Dynamics 365 Finance
In Dynamics 365 Finance, enter and approve all vendor invoice records dated in the month, accrue goods received, reconcile the Vendor aging report to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in IFS Cloud
In IFS Cloud, enter and approve all supplier invoice records dated in the month, accrue goods received, reconcile the supplier aging report to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in Kinetic
In Kinetic, enter and approve all AP invoice records dated in the month, accrue goods received, reconcile the AP Aging Report to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in MYOB Acumatica
In MYOB Acumatica, enter and approve all bill records dated in the month, accrue goods received, reconcile the AP Aging to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in MYOB Business
In MYOB Business, enter and approve all bill records dated in the month, accrue goods received, reconcile the Unpaid bills report to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in NetSuite
In NetSuite, enter and approve all vendor bill records dated in the month, accrue goods received, reconcile the A/P Aging report to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in S/4HANA
In S/4HANA, enter and approve all supplier invoice records dated in the month, accrue goods received, reconcile the aged items to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in Sage 200
In Sage 200, enter and approve all purchase invoice records dated in the month, accrue goods received, reconcile the supplier ageing report to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in Sage 300
In Sage 300, enter and approve all A/P invoice records dated in the month, accrue goods received, reconcile the Aged Payables report to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in Sage 300 CRE
In Sage 300 CRE, enter and approve all invoice records dated in the month, accrue goods received, reconcile the AP aging report to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in Sage 50
In Sage 50, enter and approve all purchase invoice records dated in the month, accrue goods received, reconcile the Aged Creditors to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in Sage Intacct
In Sage Intacct, enter and approve all bill records dated in the month, accrue goods received, reconcile the AP aging report to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in Sage X3
In Sage X3, enter and approve all purchase invoice records dated in the month, accrue goods received, reconcile the supplier aged balance to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in SAP B1
In SAP B1, enter and approve all A/P invoice records dated in the month, accrue goods received, reconcile the vendor ageing report to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in SYSPRO
In SYSPRO, enter and approve all supplier invoice records dated in the month, accrue goods received, reconcile the AP Aged Analysis to the ledger, then lock the period.
Read guide →How to close the month in accounts payable in Xero
In Xero, enter and approve all bill records dated in the month, accrue goods received, reconcile the Aged Payables Summary or Detail to the ledger, then lock the period.
Read guide →How to close the month in AP: bills, accruals, unapproved items
Chase unapproved bills, enter late bills, accrue goods you received without an invoice, match supplier statements, check the payables total against your report, then lock the period.
Read guide →How to code GST on imported goods, freight and customs bills
Split the bill line by line. International freight to Australia is usually GST-free. Import GST is claimed on your BAS using customs paperwork. Duty carries no GST. Broker and local charges usually carry 10% GST.
Read guide →How to file CIS returns for subcontractors from Sage 200
Verify each supplier with HMRC, deduct at the rate HMRC gives (20%, 30% or none) when you pay, record payments in Sage 200 and send your monthly CIS return to HMRC by the 19th.
Read guide →How to file CIS returns for subcontractors from Sage 50
Verify each supplier with HMRC, deduct at the rate HMRC gives (20%, 30% or none) when you pay, record payments in Sage 50 and send your monthly CIS return to HMRC by the 19th.
Read guide →How to job cost with tracking categories in Xero
Create a tracking category called Job. Add one option per job. Pick the job on each cost line of every bill. Then run a profit and loss report filtered by tracking to see cost per job.
Read guide →How to keep an audit trail for A/P invoice records in SAP B1
Attach the source invoice to every A/P invoice in SAP B1. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for AP invoice records in Kinetic
Attach the source invoice to every AP invoice in Kinetic. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for bill records in AccountRight
Attach the source invoice to every bill in AccountRight. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for bill records in MYOB Acumatica
Attach the source invoice to every bill in MYOB Acumatica. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for bill records in MYOB Business
MYOB help does not describe a log of who edited what on a bill. Activity history on the bill shows when it was created and any payments applied. Link the supplier document and run the Exceptions dashboard review.
Read guide →How to keep an audit trail for bill records in Sage Intacct
Yes. Open the vendor record and select More actions > View audit trail to see Before and After values, user and time. Not every record type supports it. Bill approval history shows on the bill History tab.
Read guide →How to keep an audit trail for bill records in Xero
Attach the source invoice to every bill in Xero. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for invoice records in Sage 300 CRE
Attach the source invoice to every invoice in Sage 300 CRE. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for payable invoice records in Sage 100 Contractor
Attach the source invoice to every payable invoice in Sage 100 Contractor. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for purchase invoice records in Business Central
Attach the source invoice to every purchase invoice in Business Central. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for purchase invoice records in Sage 200
Attach the source invoice to every purchase invoice in Sage 200. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for purchase invoice records in Sage 50
Attach the source invoice to every purchase invoice in Sage 50. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for purchase invoice records in Sage X3
Attach the source invoice to every purchase invoice in Sage X3. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for supplier invoice records in IFS Cloud
Attach the source invoice to every supplier invoice in IFS Cloud. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for supplier invoice records in S/4HANA
Attach the source invoice to every supplier invoice in S/4HANA. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for supplier invoice records in SYSPRO
Attach the source invoice to every supplier invoice in SYSPRO. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for vendor bill records in NetSuite
Attach the source invoice to every vendor bill in NetSuite. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for vendor invoice records in Dynamics 365 Finance
Attach the source invoice to every vendor invoice in Dynamics 365 Finance. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for vendor invoice records in Sage 300
Attach the source invoice to every A/P invoice in Sage 300. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to keep an audit trail for voucher records in CloudSuite Industrial
Attach the source invoice to every voucher in CloudSuite Industrial. Record who approved and when, keep reasons for rejections and changes and test the trail on five bills.
Read guide →How to read an aged payables report in Xero
The aged payables report lists what you owe each supplier, grouped by how old each bill is. Run it by due date, read the overdue columns first and check the total against your accounts payable balance.
Read guide →How to reconcile a supplier statement to your bills
Match each invoice and credit line on the statement to a bill or credit note in your books. List anything missing or different. Then check opening balance plus lines equals the closing balance before you pay.
Read guide →How to reconcile a supplier statement to your purchase invoice records in Sage 50
Sage 50 has no statement import or automatic matching. Reconciling is manual. Run Aged Creditors or the supplier Activity screen at the statement date and tick off each line by hand.
Read guide →How to reconcile a vendor statement to your bill records in Sage Intacct
Sage Intacct does not import supplier statements. Vendor reconciliation matches your own bills to payments and credits, only for transactions created after setup. Compare its report with the statement.
Read guide →How to report contractor payments for TPAR from AccountRight
Check if you must lodge, list supplier card payments from 1 July to 30 June from AccountRight and report ABN, name, address, gross and GST. Lodge online by 28 August.
Read guide →How to report contractor payments for TPAR from Dynamics 365 Finance
Check if you must lodge, list vendor payments from 1 July to 30 June from Dynamics 365 Finance and report ABN, name, address, gross and GST. Lodge online by 28 August.
Read guide →How to report contractor payments for TPAR from IFS Cloud
Check if you must lodge, list supplier payments from 1 July to 30 June from IFS Cloud and report ABN, name, address, gross and GST. Lodge online by 28 August.
Read guide →How to report contractor payments for TPAR from MYOB Acumatica
Check if you must lodge, list vendor payments from 1 July to 30 June from MYOB Acumatica and report ABN, name, address, gross and GST. Lodge online by 28 August.
Read guide →How to report contractor payments for TPAR from MYOB Business
Check if you must lodge, list supplier payments from 1 July to 30 June from MYOB Business and report ABN, name, address, gross and GST. Lodge online by 28 August.
Read guide →How to report contractor payments for TPAR from NetSuite
Check if you must lodge, list vendor payments from 1 July to 30 June from NetSuite and report ABN, name, address, gross and GST. Lodge online by 28 August.
Read guide →How to report contractor payments for TPAR from S/4HANA
Check if you must lodge, list supplier payments from 1 July to 30 June from S/4HANA and report ABN, name, address, gross and GST. Lodge online by 28 August.
Read guide →How to report contractor payments for TPAR from Sage 300
Check if you must lodge, list vendor payments from 1 July to 30 June from Sage 300 and report ABN, name, address, gross and GST. Lodge online by 28 August.
Read guide →How to report contractor payments for TPAR from Sage 300 CRE
Check if you must lodge, list vendor payments from 1 July to 30 June from Sage 300 CRE and report ABN, name, address, gross and GST. Lodge online by 28 August.
Read guide →How to report contractor payments for TPAR from Sage Intacct
Check if you must lodge, list vendor payments from 1 July to 30 June from Sage Intacct and report ABN, name, address, gross and GST. Lodge online by 28 August.
Read guide →How to report contractor payments for TPAR from Xero
Check if you must lodge, list supplier payments from 1 July to 30 June from Xero and report ABN, name, address, gross and GST. Lodge online by 28 August.
Read guide →How to report contractor payments for TPAR from your bills
List every contractor you paid in the financial year. For each one report ABN, name, address, gross amount paid and total GST. Lodge online with the ATO by 28 August.
Read guide →How to report contractor payments on Form 1099-NEC from Sage 100 Contractor
Collect a W-9 from each vendor, run payments by vendor for the calendar year from Sage 100 Contractor, and file Form 1099-NEC with the IRS and the contractor by January 31 if the total meets the threshold.
Read guide →How to run the A/P Aging Report in CloudSuite Industrial
In CloudSuite Industrial, run the A/P Aging Report as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the A/P Aging report in NetSuite
In NetSuite, run the A/P Aging report as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the Aged Accounts Payable report in Business Central
In Business Central, run the Aged Accounts Payable report as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the Aged Creditors in Sage 50
In Sage 50, run the Aged Creditors as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the Aged Payables report in AccountRight
In AccountRight, run the Aged Payables [Summary] or [Detail] as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the Aged Payables report in Sage 300
In Sage 300, run the Aged Payables report as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the Aged Payables Summary or Detail in Xero
In Xero, run the Aged Payables Summary or Detail as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the Aging Analysis in S/4HANA
In S/4HANA, run the aged items as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the AP Aged Analysis in SYSPRO
In SYSPRO, run the AP Aged Analysis as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the AP Aging Report in Kinetic
In Kinetic, run the AP Aging Report as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the AP Aging report in MYOB Acumatica
In MYOB Acumatica, run the AP Aging as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the AP aging report in Sage 300 CRE
In Sage 300 CRE, run the AP aging report as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the AP aging report in Sage Intacct
In Sage Intacct, run the AP aging report as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the payable aging report (4-1 Payable Reports) in Sage 100 Contractor
In Sage 100 Contractor, run the payable aging report (4-1 Payable Reports) as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the supplier aged balance in Sage X3
In Sage X3, run the supplier aged balance as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the supplier ageing report in Sage 200
In Sage 200, run the supplier ageing report as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the supplier aging report in IFS Cloud
In IFS Cloud, run the supplier aging report as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the Unpaid bills report in MYOB Business
In MYOB Business, run the Unpaid bills report as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the vendor ageing report in SAP B1
In SAP B1, run the vendor ageing report as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to run the Vendor aging report in Dynamics 365 Finance
In Dynamics 365 Finance, run the Vendor aging report as at your chosen date. Check the total ties to your accounts payable balance and look at items over 30 days.
Read guide →How to split an invoice with mixed GST lines
Put each line on its own tax code. Taxable items get GST. GST-free items get a GST-free code. Check the GST total against the invoice before you save.
Read guide →Finance basics
How to build a 13-week cash flow forecast
List your opening cash, then forecast cash in and cash out for each of the next 13 weeks. Use real due dates for customer receipts and supplier payments. Roll it forward each week and watch the lowest balance.
Read guide →How to chase an overdue invoice
Send a friendly reminder the day after the due date, phone within a week, send a formal letter at two weeks and a final notice at four. Keep every step in writing and offer a payment plan before you stop supply.
Read guide →How to check a payment for fraud before you send it
Before you send a payment, check for a new or changed bank account, a rush request, a sender address that is slightly off and an amount above normal. Confirm any change by phone on a number you already hold.
Read guide →How to close the month
Set a cut-off day, enter every bill and invoice, reconcile the bank, post accruals and prepayments, check GST and payroll, review the profit and loss, then lock the period. Work to a checklist with a date against each task.
Read guide →How to compare business loans
Compare the total cost of each loan, not the headline rate. Put interest, upfront fees and ongoing fees in one figure, ask for the comparison rate if the lender gives one, then check the term, repayments and early repayment fees.
Read guide →How to do a bank reconciliation
Match every line on the bank statement to your ledger. Add deposits not yet cleared, take off payments not yet cleared and enter fees or interest not yet booked. The adjusted bank balance must equal the ledger balance.
Read guide →How to do a budget vs actual report
List each budget line beside its actual for the period. Variance is actual minus budget. Show it in dollars and as a percentage, mark each as favourable or unfavourable, then write one line on why for the big ones.
Read guide →How to get ready for EOFY
Start in May. Book a stocktake for 30 June, chase debts, write off bad debts before year end, check assets and clear suspense accounts. Then plan July: payroll finalisation by 14 July and the TPAR by 28 August.
Read guide →How to issue a credit note to a customer
Issue a credit note when you reduce an invoice after a return, a price fix or a discount. Show that it is an adjustment note, your ABN, the date, the reason and the GST amount. Send it within 28 days.
Read guide →How to issue a receipt
A receipt shows that a customer has paid. Show your business name and ABN, the date, what was bought, the amount paid, the GST included and the payment method. A receipt is not a tax invoice unless it has the tax invoice details.
Read guide →How to issue an RCTI
You can issue a recipient created tax invoice (RCTI) only if you and the supplier are both registered for GST, you have a written agreement and the goods or services are covered by the ATO determination. Send it within 28 days.
Read guide →How to keep a clean supplier list
Collect the same details from every new supplier, check the ABN, record one bank account and one contact, and review the list every quarter. Archive suppliers you have not used in 12 months.
Read guide →How to post accruals and deferrals
An accrual records a cost or income that belongs to this month but has no invoice yet. A deferral spreads a payment made now across the months it covers. Post a dated journal and reverse or release it on schedule.
Read guide →How to prepare a trial balance
Run a list of every account and its balance at one date. Debit balances go in one column and credit balances in the other. The two columns must add to the same total. If they do not, find the error before you build reports.
Read guide →How to read an aged payables report
An aged payables report lists what you owe each supplier, split by how overdue it is. Read the total first, then the oldest column, then the biggest suppliers. Match the total to accounts payable on the balance sheet.
Read guide →How to read an aged receivables report
An aged receivables report lists what customers owe you by how overdue each invoice is. Read the total, then the oldest column, then the biggest customers. Match the total to accounts receivable on the balance sheet.
Read guide →How to reconcile GST before BAS
Run your GST report for the BAS period, compare it with the GST control accounts in your ledger, explain every difference, fix coding errors and only then lodge. Quarterly BAS are due 28 October, 28 February, 28 April and 28 July.
Read guide →How to send a progress claim or variation
Send a progress claim that names the contract, the period, the work done to date, earlier claims, approved variations and the amount now due. Get variations approved in writing before you do the work.
Read guide →How to send customer statements
At month end, export each customer's opening balance, invoices, payments and closing balance, add the ageing, check it and email it with payment details. Send it on the same day each month.
Read guide →How to set payment terms with suppliers
Ask for the longest terms the supplier will give, write them on the purchase order or contract, then pay on the due date. Net 30 is common. Trade early payment discounts against what the cash is worth to you.
Read guide →How to set up a chart of accounts
List every account you need under five groups: assets, liabilities, equity, income and expenses. Give each a number in a fixed range, keep the list short and add tracking for jobs or locations instead of more accounts.
Read guide →How to set up a credit application for new customers
Use one form for every new account customer. Collect legal name, ABN, directors, trade references and the credit you want. Check the ABN and references, set a limit and terms in writing, then get a signature.
Read guide →How to set up a supplier payment run
Pick one or two fixed pay days, list approved bills due before the next run, check totals and bank details, release the batch from your bank or accounting system, then send remittance advice to each supplier.
Read guide →How to work out days payable outstanding (DPO)
DPO is accounts payable divided by cost of goods sold, times the days in the period. It tells you how many days, on average, you take to pay suppliers. Compare it with your terms.
Read guide →How to work out days sales outstanding (DSO)
DSO is accounts receivable divided by credit sales, times the days in the period. It shows, on average, how many days customers take to pay. Compare it with your terms and track it monthly.
Read guide →How to work out depreciation
Pick the asset cost and effective life. Prime cost spreads the cost evenly. Diminishing value takes a larger share early. Eligible small businesses can write off assets costing under A$20,000 in the year first used. Check the ATO page.
Read guide →How to work out landed cost
Landed cost is the total cost of getting goods to your door. Add the goods price, international freight and insurance, duty, broker fees and local delivery. Leave out GST you can claim back. Divide by units.
Read guide →How to work out your break-even point
Break-even units equal fixed costs divided by the profit on each unit after variable costs. Multiply by the price for break-even sales. Add a profit target to the fixed costs to see the sales you need.
Read guide →How to work out your working capital
Working capital is current assets minus current liabilities. It shows if you can pay short-term bills. Also work out operating working capital: receivables plus stock minus payables.
Read guide →How to write an AP policy
An AP policy is a short document that says who can order, approve and pay, what an invoice must show and how long each step takes. Write it in nine short sections and keep it to two pages.
Read guide →How to write an invoice dispute letter
Put the invoice number, what is wrong and what you want in the first three lines. Attach proof, pay the part you agree with and give a date for a reply. Keep a copy and send it by email.
Read guide →How to write off a bad debt
Write off a debt when you have given up collecting it. Record the decision in writing before 30 June, clear the invoice in your books and claim the GST decreasing adjustment in the period you write it off.
Read guide →Want to skip the manual steps?
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