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How "My Purchases" works
- My Purchases, on the main toolbar, is where credit invoices and out-of-pocket expenses incurred on behalf of the business are recorded.
- To add a credit invoice, click on Add Credit Invoice in My Purchases
- To add a cash expense, either:
- Click on the Add Cash Expense button in My Purchases.
- Click on Add Cash Expense in Quicklinks.
- To add a business mileage claim
- Click on the Add Mileage Claim in My Purchases
- Click on Add Mileage Expense in Quicklinks.
- To edit a transaction, click on the relevant transaction number.
- When the business makes payments, the payment can be matched to the relevant credit invoice or expense in My Purchases. This is done using the “Match To” area in the middle box of the bank data screen.
- Once the invoice/expense has been matched in this way, its background colour will turn from red to blue.
- My Purchases, on the main toolbar, is where credit invoices and out-of-pocket expenses incurred on behalf of the business are recorded.
- To add a credit invoice, click on Add Credit Invoice in My Purchases
- To add a cash expense, either:
- Click on the Add Cash Expense button in My Purchases.
- Click on Add Cash Expense in Quicklinks.
- To add a business mileage claim
- Click on the Add Mileage Claim in My Purchases
- Click on Add Mileage Expense in Quicklinks.
- To edit a transaction, click on the relevant transaction number.
- When the business makes payments, the payment can be matched to the relevant credit invoice or expense in My Purchases. This is done using the “Match To” area in the middle box of the bank data screen.
- Once the invoice/expense has been matched in this way, its background colour will turn from red to blue.
