Reviewing your purchase information
Purchases Overview > Reviewing your purchase information
An important part of managing your business involves collecting your purchase data and understanding its effects on your overall financial picture. MYOB Accounting Plus contains a number of tools that you can use to review your purchase information:
- The Purchases Register allows you to view an overall picture of your purchase activity. Using just one window, you can quickly and efficiently look at open and closed purchases, quotes, orders, returns and debits and recurring templates. You can even view a list of all purchases, if you choose.
You can perform several Accounting Plus functions using the Purchases Register, such as deleting a purchase or changing the status of a purchase. If you make a payment to one of your suppliers, you can easily access the Bill Payments window. You can also display the Settle Returns & Debits window if you want to apply a supplier debit to one of your unpaid purchases with the supplier.
Note: You can still use the Find Transactions window to find purchases
You may want to use Find Transactions if you're searching for a specific purchase. There are more detailed search methods available to you in the Find Transactions window than in the Purchases Register. See Finding purchases for more information.
Please note that quotes and orders without deposits applied to them don't appear in the Find Transactions window because they don't affect your financial numbers. They can be found using the Purchases Register or the Select From List that appears in the Purchases window when you enter a supplier's name
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- The To Do List provides a quick way to review your transactions in Accounting Plus, including outstanding payables, recurring purchases templates, orders and purchases with expiring discounts. If you choose, you can automatically record transactions using the To Do List.
- Find Transactions allows you to gain a detailed history of the activity related to a particular purchase. In this window, you can view the purchase itself, as well as any payments and other adjustments made to the transaction.
- Analysis includes the Analyse Payables window, which provides you with the tools to evaluate the amounts and ages of your outstanding debts.
- The Transaction Journal lists all your purchases, as well as other transactions you've entered into Accounting Plus.
- The Reports option opens the Index to Reports window. You can use this window to print virtually all of the reports available with Accounting Plus; you also can display these reports on your computer screen if you like.
Click below for the step-by-step procedure:
To view purchases in the Purchases Register
To display a list of all purchases on your computer screen using the Transaction Journal
To display a list of all open purchases on your screen using the To Do List
To display a list of open purchases with expiring discounts on your screen
To display a list of recurring templates using the To Do List
To display a list of orders using the To Do List
To print a list of all your purchases
To print a list of your purchases by status
To print a list of all your recurring purchases templates
To print a list of fully paid bills and debit memos applied to them
To view a purchase's history
To change a transaction from the Find Transactions window
To view the amounts you owe your suppliers