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Version of 13:54, 9 December 2020 by John Ruel Montesino
Difference between revisions of "Importing Purchases"
(Created page with "center|thumb|398x398px <span style="font-size:12.0pt;line-height:115%">To create new Purchase by batch:</span> <span style="mso-bid...") (Tag: Visual edit) |
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<span style="font-size:12.0pt;line-height:115%">To create new Purchase by batch:</span> | <span style="font-size:12.0pt;line-height:115%">To create new Purchase by batch:</span> | ||
| − | <span style="mso-bidi-font-weight:bold" | + | # <span style="mso-bidi-font-weight:bold">On the menu bar, click on “Purchase”. The Purchase list will be displayed.</span> |
| − | + | # <span style="mso-bidi-font-weight:bold">Click “Options” button, then select “Import Purchases”. Import Purchases pop-up window will be displayed.</span> | |
| − | + | # <span style="mso-bidi-font-weight:bold">Download the sample template by clicking the “here” link, and open the downloaded file.</span> | |
| − | + | # <span style="mso-bidi-font-weight:bold">On the downloaded template, fill-out the information needed for each columns of the template: </span> | |
| − | + | ## <span style="mso-bidi-font-weight:bold">The vendor, item names, tax code should be existing already.</span> | |
| − | + | ## <span style="mso-bidi-font-weight:bold">The withholding tax amount should be the withholding amount per item.</span> | |
| − | + | ##* <span style="font-size:11.0pt;line-height:115%; font-family:"Calibri","sans-serif";mso-ascii-theme-font:minor-latin;mso-fareast-font-family: "Times New Roman";mso-fareast-theme-font:minor-fareast;mso-hansi-theme-font: minor-latin;mso-bidi-font-family:"Times New Roman";mso-bidi-theme-font:minor-bidi; mso-ansi-language:EN-PH;mso-fareast-language:EN-PH;mso-bidi-language:AR-SA">Sample filled-out Import Purchases template</span> | |
| − | + | # <span style="mso-bidi-font-weight:bold">After filling out the form, save it on your computer and upload it back to the system, then back to the Import Purchases pop-up window, click “Import”. Imported purchases will be displayed in the Purchase list.</span> | |
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Revision as of 09:49, 10 December 2020
To create new Purchase by batch:
- On the menu bar, click on “Purchase”. The Purchase list will be displayed.
- Click “Options” button, then select “Import Purchases”. Import Purchases pop-up window will be displayed.
- Download the sample template by clicking the “here” link, and open the downloaded file.
- On the downloaded template, fill-out the information needed for each columns of the template:
- The vendor, item names, tax code should be existing already.
- The withholding tax amount should be the withholding amount per item.
- Sample filled-out Import Purchases template
- After filling out the form, save it on your computer and upload it back to the system, then back to the Import Purchases pop-up window, click “Import”. Imported purchases will be displayed in the Purchase list.