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Purchases & Payables

Purchases & Payables

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

Vendors

Set up a new vendor in Wiise

Set up EFT

Set up your vendor for EFT payments

Set up vendor payment terms

Manage inventory at multiple locations

Review vendor ledger entries

Set Up Vendor-Specific Pricing and Discounts for Items

See more

Purchase Orders & Invoices

Create a purchase quote

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 what your business buys

Set up a purchase invoice

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

Use a payment journal to create EFT payments

Print or email EFT Remittance Advice Overview

Set up Prepayments

Review and approve payments

Set up an Item Reordering Plan Using Replenishment Policies

Close Outstanding Purchase Orders

Set Up Approval Workflows for Purchase Orders

Set up a simple Purchase Order

Set up a Purchase Order on location with an inventory put-away option

Set up a Purchase Order on Location with Warehouse Receipt and Put-Away enabled

Use Requisition Worksheet

Create recurring purchase orders

Use a planning worksheet to optimise purchase decisions.

Use the Copy Document Feature

Receive partial and multiple deliveries against purchase orders

Update the Delivery Date on a Purchase Order

Add a Blanket Purchase Order

Navigate a set-up purchase order

See more

Purchase Returns & Credits

Set up a purchase credit memo

Follow up on supplier credits

Process Over Receipts

Raise a purchase return order

Raise a Credit Memo Using the Cancel Action

See more

Payments

Enable vendor blocking for purchase transactions

Apply Purchase Prepayments

Navigate Vendor Ledger Entries for Purchasing Officer

Raise a Credit Memo Using the Corrective Purchase Credit Memo Action

Purchase Journals

How to record and apply payments using the payment reconciliation journal

New Zealand

EFT Payments | Wiise New Zealand