Expenses at a Glance

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From the Expense form and the interaction of other default information, accurate and relevant reports (like the purchase order or expense reports) can be defined for transmission to the vendor.

 

The Expense Order form is divided into the following specific information areas that will provide a complete detailed record of:

The vendor and expense order information via the Expense Order header.

Chronological records of status changes and customer contact notes, via the Comment grid.

The expense information via the expenses grid.

The totals of the expense order via the Expense Order footer.

 

Expense orders have a very special functionality which purchase orders do not.

 

A negative expense order (this takes the place of returns to vendors and can be used in situations like receiving a credit for an incorrect price on a purchase order where the stock has already been sold) can be applied to stock on purchase orders. The negative expense order will show in the creditor's record like a return/credit and can be applied to purchase orders.
 

Add expense order

 

Tip

Some letters in the field names within the header are underlined, eg. Vend#. Using Alt+ the underlined letter will jump to the field beside that heading.

 

Info

Importing goods requires a lump sum GST value to be entered, usually a period of time after the stock relating to the importing of the goods is received. In this case the original purchase order would be entered using the X tax code (excluded on GST/BAS reports) and, when the invoice/documents relating to the lump sum GST is received, it will need to be added through an expense order to the GST Paid Liability general ledger account, usually using tax code Y.

 

When selecting the GST Paid Liability general ledger account there will be the option to choose the following tax codes: Y, Z and X.

Y = Lump Sum Other Acquisition (G11 in GST calculation sheet)

Z = Lump Sum Capital Acquisition G10 in GST calculation sheet)

X = Exclude from GST Reports

 

Info

An expense order can be applied to a purchase order at any time, and also unprinted at any time.

 

Further information

Purchases Security

Debtors Purchase Orders

Purchases at a Glance

Expenses Tab on POs

How Does Cost of Goods work

How PO Status Affects the GL

Purchases/Expenses Status

Purchase/Expense Order Header

Purchase/Expense Order Footer Tabs

Purchase/Expense Comment Grid

Purchase Order Approval Process

Purchase Order Stock Grid

Purchase Order Reports

Purchase Order List

Purchase/Expense Preview Pane

Purchase List Header

Expense Order Stock Grid

Opening Balance Purchase Order

Add a Negative Expense Order

Add a Purchase Order

Add a Document to an Order

Add an Amount to a PO when Finished at $0

Add an Expense Order

Add Backorder Purchase Order

Add Comments to a Purchase/Expense Order

Add Freight to a Purchase Order

Add Stock to a Purchase Order

Add Vendor Discount

Auto Create a Purchase Order

Create a PO from a Similar PO

Create a PO Template

Create a Purchase Order List

Enter Serial Numbers

Fix Incorrect Pricing after PO Finished

Handle Employee Reimbursements

Handle a Credit for Freight Charged

Link a Job to a Purchase Order

Link Expenses to a Purchase Order

Print a Purchase/Expense Order

Progress Payments on Purchase Orders

Purchase Consignment Stock

Receive Consignment Stock

Receive Stock

Record One Invoice Number on Multiple POs

Record Overseas Purchases, GST, Import Costs

Return to Vendor

Round up Supplier Invoices

Scan Stock into a Purchase Order

Staff Purchases

Unprint Purchase/Expense

Vendor Price Breaks

View or Edit a Purchase/Expense