Changes to Invoice Registration Process

Changes to Invoice Registration Process

There have been some changes made to the Invoice registration Process that should allow Invoices to be registered quicker and more efficiently. The changes that have been made are; a change to the supplier code field to allow for entry either via Supplier code or searching via supplier name and a change to remove the VAT table and replace it with a Nett Value field.


Supplier Code Entry

Changes have been made to the "Supplier Code" part of the invoice registration process to allow for search via either Supplier code or by simply starting to type the supplier name.

If entering the supplier by name, as soon as you start typing a drop down will appear matching to any supplier that contains the string of letters you have typed anywhere in the name. As you begin to type more, the drop down will narrow down the list of results to match what you have typed. E.g.: in the below screenshots, when something as broad as the letter "E" is typed a large list of suppliers appear.


However, if you were then to narrow your search down to the word "euro" you can see that the list of matching suppliers is a lot less.


If you are unsure on the spelling of the supplier but know the supplier code you can also use this to add the supplier to the invoice registration. Enter the code in the supplier code field and it will show the supplier this code is linked to.

 


Nett Value

The other change that has been made to the Invoice registration process is the removal of the VAT Table and replacing it with a Nett Value Field. This change has been implemented so that you no longer have to fill out the amount for each VAT Type, all you need to do is enter the Nett Value of the invoice and the system will determine the VAT content.


    • Related Articles

    • How Do I Match Invoices - Invoice Matching

      First go to the Accounts tab from the main menu and select Invoice Matching. Select a Branch. Then select whether you would like to register a new invoice or matching a previous invoice and press search in the case of the latter. If you have selected ...

    • How Do I Match Invoices - Invoice Matching Authorisation

      First go to the Accounts tab from the main menu and select Invoice Matching Authorisation. You will be shown a list of matched invoices awaiting authorisation. You can filter by a Branch, From Date and Supplier Code if necessary. When you have found ...

    • Purchase Invoice Report

      This report has been added to give a single report in which you can see matched invoices and which Purchase Orders have been matched against them. The report includes all information about each matched invoice including; the register number, the date ...

    • Matching Credit Notes

      First go to the Accounts tab from the main menu and select Invoice Matching. Select a Branch. Then select whether you would like to register a new credit note or match a previous credit note. Press search to show previously registered credit notes. ...

    • Dynamics GP Purchase invoice Troubleshooting

      Question: Hi Team, Purchase Invoice integration into Dynamics failed last night, with the following error message..... BATCH 12342 -- Document Number 736066: Procedure or function taPMTransactionTaxInsert expects parameter @I_vVENDORID, which was not ...