The Creditors Control "Document Capture" tab allows you to easily create and manage your Supplier Invoices, Supplier Credit Notes and Purchase Orders
Before you begin capturing & posting documents, start by creating your first batch (this can be used as a catch-all batch, should you not wish to use multiple batches)
Easily capture, manage and keep track of supplier invoicing with Win Accounting's smart Creditors Control
Once an invoice has been received from one of your vendors, capture the document details with ease to ensure your accounting data remains accurate and up-to-date within the Win Acc Software
Capturing a Supplier Invoice within the Document Capture section presents greater functionality, when compared to the Enter and Post Transactions section:
- Easily capture Settlement Discount details
- Add Order Date and Number
- Pull through Stock Item Information by integrating with Stock Control
- Add Discounts for specific Line Items
- Capture specific accounting details, such as Unit Of Sale, Quantity and Purchase Price
Choose from our fully customisable invoice templates, enjoy unlimited invoice creation, import and export invoices with ease and save time with easy invoice posting
Easily capture, manage and keep track of supplier credit notes with Win Accounting's smart Creditors Control
Once a credit note is received from your vendor, capture the document details into the system with ease, ensuring your accounting data remains accurate and up-to-date
Supplier credit notes can be issued by a vendor to indicate a return of goods, noting that your account with them has been credited by the specified amount
Choose from our fully customisable credit note templates, enjoy unlimited credit note creation, import and export credit notes with ease and save time with easy document posting
Credit Notes act as an informational document for recording purposes, with their data being fed into an array of accounting reports - aiding you in better visualising your business data
A Purchase Order differs from a supplier invoice in that it provides official confirmation of an order - This document is sent from the Purchaser to a Vendor in order to initiate and authorise a purchase
As an important part of the accounts payable process, smart Purchase Order creation and management can present numerous business benefits:
- Purchase Orders play a key role in audit trails
- Help set clear order expectations between you and your vendors
- Can be quickly referred back to in order to ensure every order is delivered as agreed upon
- Makes it easier for Procurement, Operations and Finance teams to work seamlessly
- Assist in budgeting more effectively
Choose from our fully customisable purchase order templates, enjoy unlimited PO creation and import & export purchase orders with ease
