Difference between revisions of "How do I Spread a Purchase Invoice?"

Revision as of 08:55, 5 April 2018

The following article explains how you spread the value of a purchase invoice over a range of months.

Occasionally, you may have an invoice that needs to be posted across a number of months,

A rates invoice.

Go to " Purchase Ledger Purchase Ledger Postings".
Post on the purchase invoice in the usual manner.
Move to the "Amount Details:" section, and on the "Spread inv." field, select 'Yes'.
Click <Done> and <Accept>.

You are now presented with the Nominal Postings Spread window, and from here you have a couple of options.

Pressing <Alt+F5> will allocate the nett invoice value over a twelve month period from the date of the original posting.

If you wish to amend the comment or change the Nominal Centre which acts as the "Control" account, press <F7> to do so.

You can tag specific periods across which you wish to post the invoice by pressing <F5> against the relevant period, and using the cursor keys to navigate the periods.
Once you have tagged the required periods, press <F2> to spread the nett invoice amount across the tags.

If you need to change the control account, press <F7> to do so.

@@ Line 17: / Line 17: @@
 * Pressing {{KeyPress|A-F5}} will allocate the nett invoice value over a twelve month period from the date of the original posting.
-{{Note|If you need to change the control account and Comment, press {{KeyPress|F7}} to do so.}}
+{{Note|If you wish to amend the comment or change the [[How do I Search for a Nominal Centre?|Nominal Centre]] which acts as the {{DataPrompt|Control}} account, press {{KeyPress|F7}} to do so.}}
 * Pressing {{KeyPress|Escape}} and {{KeyPress|Accept}} will perform the posting.