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Purchasing & Inventory: Inputting invoices

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Anonymous User

Hi David,

 

How about if we are inputting invoices that are not associated with a PR, OR, PO, etc.? I am on the Invoice Entry page and still am unable to see this particular account, although all others are available to me.

David Fournier

Good morning @Selina Routh​,

Thank you for your query.

 

The ability to see particular Accounts while entering Invoices (or creating ORs, PRs, POs, etc.) is controlled via Outlet Accounts:

  • Property->Setup->Accounting->Outlet Account

 

Although an Account may be visible in Property->Setup->Accounting->Accounts, unless it is flagged in Outlet Accounts, it will not be available; therefore, please verify that the Account(s) in question are flagged against the appropriate Outlet(s).

 

Please let us know if you have any follow-up questions regarding this topic.

 

Best

David

Fourth

Anonymous User

Hi David,

 

How about if we are inputting invoices that are not associated with a PR, OR, PO, etc.? I am on the Invoice Entry page and still am unable to see this particular account, although all others are available to me.

David Fournier

Good morning @Selina Routh​,

Thank you for your query.

 

The ability to see particular Accounts while entering Invoices (or creating ORs, PRs, POs, etc.) is controlled via Outlet Accounts:

  • Property->Setup->Accounting->Outlet Account

 

Although an Account may be visible in Property->Setup->Accounting->Accounts, unless it is flagged in Outlet Accounts, it will not be available; therefore, please verify that the Account(s) in question are flagged against the appropriate Outlet(s).

 

Please let us know if you have any follow-up questions regarding this topic.

 

Best

David

Fourth

David Fournier

HI @Kenneniah Ruby​,

The Account restriction for entering Invoices follows the same logic as other transactions; please ensure that your Property Administrator has granted Outlet(s) permissions to your user profile & that the relevant Accounts are flagged against the Outlet(s).

 

Best

David

Fourth

David Fournier

HI @Kenneniah Ruby​,

The Account restriction for entering Invoices follows the same logic as other transactions; please ensure that your Property Administrator has granted Outlet(s) permissions to your user profile & that the relevant Accounts are flagged against the Outlet(s).

 

Best

David

Fourth

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