Entering creditor invoices

Use the Creditor Invoice Entry function in Synergetic to enter and maintain invoices received from creditors, who you purchase goods and services from.

How to:

Search for an existing creditor invoice posting. See Selecting existing creditor invoice postings.
Preview an existing creditor invoice posting, if you have enquiry access only. See Previewing existing creditor invoice postings.
Create a new creditor invoice posting. See Creating new creditor invoice postings.

Note: Normally each tab is selected in turn as you enter a creditor invoice.

What you can do:

What you can do…	See…
You can: select the creditor who has supplied the invoice add new creditors or change the details of existing creditors close the posting or change details in the posting.	Creditor Invoice Entry - Creditor tab.
You can: enter the details of the invoice received from the supplier cancel cheques for existing transactions apply a credit note received from the supplier.	Creditor Invoice Entry - Invoice tab.
You can: view outstanding orders for the selected creditor record receipt of lines on a purchase order.	Creditor Invoice Entry - Purchase Orders tab.
You can: maintain line item details select line items that are being paid by this invoice and are to be allocated to general ledger accounts view a list of all detail lines that are yet to be selected and allocated to a general ledger account.	Creditor Invoice Entry - Order Details tab.

What you can do…

See…

You can:

allocate the invoice to a general ledger code and sub-allocation code
view the creditor's contact details
change the creditor, if required
add asset details if an asset is purchased
update stock levels for stock purchases.

Creditor Invoice Entry - G/L Allocations tab.