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Purchases & Payables

Purchases & Payables

Managing bills, purchase orders, and expenses for accurate reports.

Vendors

How to add a new supplier record

Set up EFT

Set up your vendor for EFT payments

Set up a new vendor in Wiise

Create a purchase quote

Run an aged accounts payable report

Follow up on supplier credits

Set up vendor payment terms

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Purchase Orders & Invoices

How to record goods you’ve purchased

How to record when goods are received

How to print or send an order to a supplier

How to buy goods or services

How to import purchase documents into Wiise

How to block printing and posting from purchase orders

How to record expenses and track outgoings

How to record grant related expenses and track outgoings

How to record and track sponsorship expenses

How to record what your business buys

Create a purchase invoice

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Purchase Returns & Credits

Create a purchase credit note

Payments

How to record payment to a supplier

How to record a grant payment

How to record a payment from a sponsor

How to complete an EFT payment

How to cancel EFT payments

How to set up electronic funds transfer payment (EFT)

How to create BPAY batch payments

How to record and apply payments using the payment reconciliation journal

Use a payment journal to create EFT payments

Print or email EFT Remittance Advice Overview

Set up Prepayments

Review and approve payments

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New Zealand

EFT Payments | Wiise New Zealand