Creating a Payable

Accounting > Accounts Payable > Accounts Payable

Inside the Primary Grid:

1. Click the [New] button in the Action Ribbon.

Within the Accounts Payable Screen:

2. Input the Vendor number in the first field.

-or-

Click the magnifying glass in the first or second field to search for the Vendor.

-or-

Click the Vendor hyperlink to create a new vendor.

3. Input the Description.

4. Mark the Need 1099 checkbox, if applicable.

∟ If the Need 1099 checkbox is marked, input the Box number in which the totals will print on the 1099, and input the Tax ID.

5. If applicable, input a Discount percentage if it was not set up on the Vendor Record.

∟ If a Discount percentage is entered, input the number of discount Days and the Discount Account.

∟ Input the Net Days.

∟ The A/P terms that are defined in the Vendor record will automatically populate in the fields.

6. Input the Invoice Number.

7. Input the Amount.

8. Input an A/P Account number, if applicable.

-or-

Click the magnifying glass to search for an account number.

∟ The A/P account that is defined in the Default Settings will automatically populate in the field.

9. Click the calendar and select a date to modify the Transaction Date, if applicable.

10. Click the calendar and select a date to modify the Due Date, if applicable.

11. Input the G/L Account number in the posting grid.

∟ If the user does not know the account, click in the Account field and press the [Tab] or [Enter] key to search the Browse Accounts grid.

12. If the account selected is controlled, input the control number in the Control field.

13. Input a Description.

14. Input the Amount to be expensed from the account on the line.

15. Repeat steps 11-13 as needed.

16 .When complete, click the [Save] button in the Action Ribbon.

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