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Purchases Register

The Purchases Register is accessible from the Purchases command centre. You can choose to list all your purchase transactions for one or all suppliers and for a selected date range.

The Purchases Register

Here's what you can do in the Purchases Register:

View open and closed bills, quotes, orders and returns and debits

  1. Click the applicable tab based on what you're looking for.

  2. In the Search By field, select one or all suppliers.

  3. Specify a date range.

  4. (Optional) Enter text to search in the Search field.

Learn more: Finding a transaction

  1. Click the applicable tab and filter the list of purchases as required.

  2. Click Print. The Purchases Register Detail report is displayed.

  3. Print or export the report as required.

Learn more: Purchases reports

Delete a purchase

  1. Open the purchase.

  2. Go to the Edit menu and choose Delete Purchase.

Learn more: Deleting a transaction

Change the status of a purchase

  1. Click a quote or order.

  2. Click Change to Order or Change to Bill.

Learn more: Changing the purchase type

Record a supplier payment

  1. Click an order or open bill.

  2. Click Pay Bill.

Learn more: Paying bills

Apply a supplier debit to a purchase or receive a refund

  1. Click a debit on the Returns & Debits tab.

  2. Click Receive Refund or Apply to Purchase.

Learn more: Settling supplier debits

Create a new purchase

Click New PurchaseNew BillNew Quote or New Order on the applicable tab.

Learn more: Enter a bill, quote or order

Record the receipt of items before you've been given the bill

  1. Click the order.

  2. Click Receive Items.

Learn more: Recording items received without a supplier bill

Adjust the displayed columns

  • Change the column order by clicking a column heading and dragging it to a new position.

  • Change the column width by clicking and dragging the edge of a column heading left or right.

  • Display the information in the purchases register that you want to print or export.

  • Right-click in the purchases register and chose Copy List to Clipboard.

  • Paste the list into a spreadsheet or any document you like, ready for printing.