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Set up purchases

The Purchases settings page (accessed by clicking the settings menu (⚙️)) is where you can:

  • choose the default layout type for your bills and purchase orders

  • view the remittance advice template

  • set up your remittance advice and purchase order emails.

Choose a layout type

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Depending on whether you buy stock items or services, you can choose the layout type that shows only the columns you actually use when recording a bill or purchase order.

On the Layout tab of the Purchases settings page, you can choose the default layout that best suits your business. You can always choose a different layout when entering your bills and purchase orders.

  1. In the top right corner of MYOB, click the settings menu (⚙️) and choose Purchases settings to open the Purchases settings page.

  2. Click the Layout tab.

  3. Choose your preferred Field layout.

    Layout tab on the purchases settings page

    • Services - allows you to enter a description of the services you're purchasing on each line of your bills and purchase orders, and the Item IDNo of UnitsUnit price and Discount (%) columns will not be displayed. This gives you a simple, clean look for date-based or professional services, or if you want to write a different description for each of your purchases. Use this layout if you only buy date-based professional services and don't need quantities or items.

    • Services and items - allows you to select items that you've set up in MYOB on each line of your bills and purchase orders, or enter a description of what you're buying. Using this layout will display the Item IDNo of UnitsUnit price and Discount (%) columns in your purchases. Use this layout if you've created items and need to show quantities or hours, or your bills and purchase orders need to contain items and/or services.

  4. When you're done, click Save.

The chosen layout will be used for all your bills and purchase orders unless you change when entering your bills and purchase orders using the field layout () icon:

Field layout Services and items

View your remittance advice template

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On the Templates tab of the Purchases settings page, you can see the template used for the PDF remittance advices sent to your suppliers.

  1. Click the settings menu (⚙️) and choose Purchases settings to open the Purchases settings page.

  2. Click the Templates tab.

  3. View your remittance advice templates.

    1. Click Download preview (PDF) to see a sample of this template.

      Templates tab on the purchases settings page

    2. If you're accessing an AccountRight company file in a browser you'll see the remittance advice templates available for you to use. You can edit these in your AccountRight software.

      Templates tab on the purchases settings page for AccountRight

Set up your purchase email defaults

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On the Email defaults tab of the Purchases settings page, you can set up your remittance advice and purchase order emails. This saves time when emailing, and you can always enter a different subject or message when you send your emails.

  1. Click the settings menu (⚙️) and choose Purchases settings to open the Purchases settings page.

  2. Click the Email defaults tab.

  3. Enter the From name and Reply-to email address. These will apply to all emails sent on your behalf from MYOB. This includes invoices, quotes, purchase orders, remittance advice and pay slips.

  4. Edit your default email Subject and Message for your purchase orders and remittance advices.

  5. (Optional) Select the option Include purchase order number in subject.

  6. Click Save. Any changes you've made will be applied every time you send a purchase order or remittance advice.

Purchase settings page