Enter a vendor bill

Items marked with an asterisk (*) are available in Microsoft Office Accounting Professional 2008 only.

When you receive a bill for items that you have purchased, you can enter it.

 Tip   If you frequently create vendor bills that have the same field or line item information, you can save a vendor bill as a template that you can reuse. For more information, see Create a recurring document.

Create the vendor bill from the item receipt or purchase order.

  • If you created an item receipt, create the vendor bill from it. Otherwise, the items are counted two times in inventory.

 Note   The date on the item receipt must fall within a fiscal year that is currently open. If the year is not open, you must open it. To learn more about opening a closed fiscal year, see Manage your fiscal year.

  • If you created a purchase order but no item receipt, create the vendor bill from it. Otherwise, the purchase order stays in the system until you void it.

ShowHow?

  1. On the Vendors menu, click Enter Bills.
  2. On the toolbar, click Create From.
  3. Follow the instructions in the Select a Purchase Order or an Item Receipt dialog box.
  4. Click OK.

 Notes 

  • The price from the item receipt or purchase order appears on the Vendor Bill form. If the price on the bill is different, you can correct it.
  • If any line item on the purchase order contains a negative quantity, it is not carried over, and you have to add the line item to the Vendor Bill form.
  1. When you have completed the form, on the toolbar, do one of the following:
    • To close the form, click Save and Close.
    • To create another vendor bill, click Save and New.
    • To save the vendor bill as a template that you can reuse, click Recurring.

Create a new vendor bill.

  1. On the Vendors menu, click Enter Bills.
  2. Enter the information on the Vendor Bill form.
  3. When you have completed the form, on the toolbar, do one of the following:
    • To close the form, click Save and Close.
    • To create another vendor bill, click Save and New.
    • To save the vendor bill as a template that you can reuse, click Recurring.

Office Accounting 2008 can save you time by automatically entering a preferred vendor name on a vendor bill. For more information, see About preferred vendors.

 Note   You can customize a Vendor Bill form.

ShowHow?

  1. On the Vendors menu, point to Vendor Lists, and then click Bill and Item Receipts.
  2. Double-click a vendor bill.
  3. To add, remove, or reorganize columns in the list, on the View menu, click Modify Layout.
  4. Follow the instructions in the Modify Layout dialog box.

 Note   Fields with an asterisk (*) cannot be removed.

 
 
Applies to:
Accounting 2008