Feature available for all editions of the software.
Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
The Purchase & Pay transaction enables you to register a purchase and payment to a supplier in a single step. Note that this transaction will have only one date, as this type of transaction is to be used when the purchase and payment have taken place at the same time.
In cases where the transactions took place on different dates (for example, an invoice was received on March 1 and paid on March 15), a purchase should be made, followed by a payment, in order to properly represent reality in the software.
Step 1: In a supplier's matter, click on the Matter finances tab.
Step 2: Click on "Purchase & pay".
Step 3: Complete the purchase & pay by entering the required information in the fields.
Transaction date
Payment method
Supplier invoice number
Transaction reference
Bank or credit card account from which payment is made (NB: only general ledger accounts defined as "Bank" or "Credit card" are available)
Transaction description
Expense account associated with the transaction
Transaction office (if applicable)
Transaction amount, before taxes
Applicable taxes (NB: these are calculated automatically, but the amounts can be edited).
Step 4: Complete the transaction by clicking on the green check mark:
