Purchase order

Question asked by Robin Hayhurst 9 years ago

How do I allocate a bill/invoice against a purchase order ?

2 Replies

Hi Robin,

Do you want to attach a PDF copy of the bill/invoice to the purchases order?

No John what I ultimately require a report that says we have say £40,000 worth of purchase orders split in codes. Against these orders we have spent £25,000 also split into codes. So to get to this I expect to be able to import a bill from say receipt bank and say this bill is for full or part payment of purchase order no...... allocate the bill to the purchase order. I can then look at the PO and see it has been 50% invoiced (billed to us) and we have paid 25% of it. Or put it simply I can see what is left to pay on a purchase order when a part payment has been made and run a report to see what is left to pay on a project. Hopefully that all makes sense. I understood Clearbooks specialized in the area of construction and this is an important part of what we require. We are moving away from xero as their PO's were not linked in anyway to payments.
BTW I am impressed so far how quickly you have replied to my posts keep it up

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