Supplier - Match Invoices

Owned by Mark Jason Brumpton
Last updated: Jun 26, 2017
2 min read

When you have received an invoice from a supplier and you wish to match the invoice number up to jobs that have been carried out by the supplier then you need to use this screen.

  1. In the Selection Criteria section enter the Job Number, Trip Number and/or Supplier that you have the invoice for (note only suppliers that are not set to self invoice will be shown)
  2. Under Supplier Invoice Number double click in the text field and enter the Invoice number
  3. Click Save

Invoice Item and date can be added in the same way

The Quick Entry section can also be used for matching the suppliers invoice.

  1. Enter the Supplier, Invoice number and Invoice date taken from the Suppliers Invoice that you wish to match.
  2. Enter the Item number for the first item that appears on the invoice.
  3. Double click the Customer Name Column on the row that the invoice item refers to, the information will be added to this row and the Item Number in the Quick Entry box will increment by one ready for the next item.
The Find box can be used to search the table for specific words, put the search word in the Find text box, select the column that you wish to search (all will search every column), each click of the binoculars will highlight the next found item in the table.