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Jim2® Business Engine Help File

Following are two ways staff purchases can be recorded.

 

Invoice the employee, then do a debtors adjustment down

1.Create a job and invoice the employee for the purchase.

staff purchase

2.In the general ledger, create a Staff Purchases account. Go to the debtor, and create a debtors adjustment down to the Staff Purchases account. Enter a Comment (this is mandatory), and apply the resulting credit to the invoice for staff purchases.

staff purchase1

This will create the below general journal. Staff Purchases GL account has been credited by $275.

staff purchase2

3.Create a payroll journal as shown below. In this case we have reduced the amount paid from the cheque account by $275 and added Staff Purchases in as a credit for $275.

staff purchase3

 

Journal stock for staff purchases

1.Create a Stock GL Group for Staff Purchases. Stock type will be Non Depleting, Journal. Add the Staff Purchases GL account in the COGS GL Acc field and the Income GL Acc field.

STAFF1

2.Create Journal stock for Staff Purchases and link this to the Stock GL Group for Staff Purchases.

staff2

3.Add a job, and invoice the employee for the purchase. Add the Journal stock into the job as a negative amount. The resulting total of the invoice should be $0.

staff3

4.Create a payroll journal as shown below. In this case we have reduced the amount paid from the cheque account by $27.50 and added Staff Purchases in as a credit for $27.50.

staff4

It is suggested to add the stock to the job at a price that most closely reflects the cost of the goods.

 

How to

Add a Document to a Purchase/Expense Order

Add a Negative Expense Order

Add a Purchase Order

Add an Amount to a PO when Finished at $0

Add an Expense Order

Add Comments to a Purchase Order

Add Freight to a Purchase Order

Add Purchase Back order

Add Stock to a Purchase Order

Add Vendor Discount

Auto Create a Purchase Order

Create a PO from a Similar or Previous PO

Create a PO Template

Create a purchase order list

Employee Reimbursements

Enter Serial Numbers

Expense Order Stock Grid

Fix Incorrect Pricing after PO on Finished Status

How does Cost of Goods work

Link Expenses to a Purchase Order

Link a Job to a Purchase Order

 

 

Manufacturing Purchase Orders

Opening Balance Purchase Order

Print a Purchase/Expense Order

Progress Payments on Purchase Orders

Purchase an Asset Under Finance

Purchase Consignment Stock

Purchase List Header

Purchase Order list

Purchase Order Reports

Purchase Order Stock Grid

Receive Consignment Stock

Receive Stock

Record One Invoice number on Multiple Purchase Orders

Record Overseas Purchases, GST and Import Costs

Return to Vendor

Round up Supplier Invoices

Scan Stock into Purchase Orders

Staff Purchases

Unprint Purchase/Expense

View or Edit a Purchase/Expense