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edits
New receipt: Difference between revisions
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# Add a picture of the receipt as an attachment | # Add a picture of the receipt as an attachment | ||
# Under “Supplier”, find the supplier and select the correct supplier | # Under “Supplier”, find the supplier and select the correct supplier | ||
# | # Numbered list item | ||
## If the supplier does not exist, you have to add a new supplier, but there is no guide for this | |||
# Under “Invoice Data” | # Under “Invoice Data” | ||
# Enter the description of what is on the receipt (e.g. enter “lunch stuff” for when you have a receipt for buying lunch stuff) | ## Enter the description of what is on the receipt (e.g. enter “lunch stuff” for when you have a receipt for buying lunch stuff) | ||
# Enter total amount on the receipt under “Total amount” | ## Enter total amount on the receipt under “Total amount” | ||
# Update “Invoice Date” (And probably also “Due date”) to match the date on the receipt | ## Update “Invoice Date” (And probably also “Due date”) to match the date on the receipt | ||
# Make sure the expenses are for the correct G/L Account, e.g. lunch/borrel stuff should be under 4012 | # Make sure the expenses are for the correct G/L Account, e.g. lunch/borrel stuff should be under 4012 | ||
# Make sure the VAT code is correct, as well as the VAT amount | |||
# Click “Save + new” | # Click “Save + new” | ||
# Ask Vincent to reconcile the payment+receipt | # Ask Vincent to reconcile the payment+receipt | ||
# Done | # Done | ||