Configure purchase invoices

When configuring the purchase invoicing, you activate the functionality, set up the journals etc.

Description

Purchase invoicing configuration starts with the activation of the functionality. After this, you set the integration type and authorisation. Each menu function, each tab and each action can be authorised. You can also authorise the entry layouts. After this, you set the invoice numbers using the counters. Next you add any of your own entry layouts and reports that you want to use in the order process. You can base your own entry layouts and reports on the default entry layouts and reports that are supplied in Profit.

Once the general configuration is ready, you can enter the settings for the various entry layouts. For each entry layout, indicate how Profit should determine the number, whether you want to block invoices, etc.

After the entry layout settings have been entered, you enter per purchase contact profile whether you want to work with purchase invoicing.

Procedure

• Activate Purchase invoicing

  Before you can use the Purchase invoices functionality, you must first activate it.

• Set up journals for purchase invoices

  You want to process purchase invoices in Profit Financial. For this, you set up the journal in which you want to enter invoices and credit invoices. At a high level, you do this in the integration type. Here, you can deviate in a purchase contact profile for a particular group of purchase contacts.

• Authorise purchase invoices

  Configure the authorisation of this section, so that the right users have access to the required functions and data.

• Purchase invoice numbering

  If you add an integration journal for the purchase invoicing and link it to a counter then this determines the invoice numbering.

• Reports for purchase invoicing

  You can add reports for the order process yourself.

• Change entry layouts

  In the header of the entry layout for recording goods receipts, add the Generate purchase invoices field.

• Configure a purchase contact profile

  You configure the purchase contact profile for generating purchase invoices. Profit generates purchase invoices for the purchase contacts who are linked to this profile.

• E-mail

  If you would like to e-mail invoices to your purchase contacts, you configure this at various levels. You set up an e-mail server, record a sender, add a default e-mail message and specify the issue method for the purchase contacts.