A purchase invoice is the document you create to record business expenses. Once you've received your purchased goods, your purchase invoice needs to be completed. This records the purchase against the general ledger in Wiise. And it adds the amount owing to the vendor ledger.
1. Log in to Wiise from your mobile, tablet or any browser.
2. Select Purchase Invoices from the Purchase menu. This will display a list of your purchase invoices.
3. Select Search:
Type the vendor’s name, the purchase invoice No. or vendor No. The list will display the purchase invoices found.
4. Select the purchase invoice you want to complete. Now enter a Vendor Invoice No.
5. Next, select Post. This will check the detail and create a posted purchase invoice. The existing purchase invoice will be deleted.
6. A pop up will ask if you want to open the posted invoice. Select Yes to see the posted purchase invoice.
- You can now print the document to PDF or email it to someone — select Print/Send
- To close the posted purchase invoice page, select ESC
7. Wiise will keep a record of the invoice against the vendor – you can see the transaction history by going to the Vendor Ledger Entries or selecting History and then Vendor Ledger Entries from the Wiise Role Centre (the homepage of Wiise).
8. Wiise will also create a record of the transaction in the General Ledger, Accounting for GST, Accounts Receivable and Costing.