The Purchases Easy Setup Assistant will help you set up your suppliers and purchase information.
This Assistant allows you to build your supplier list and add historical purchases for those individuals.
You can also select a purchase layout, and decide on buying details and payment information that will be assigned to each of your suppliers. You can always change this information for specific suppliers later.
To make sure that all your supplier payments are recorded in the correct account, you can review the account used to track the money you receive from suppliers. You can choose another account, if necessary.
If you need additional assistance when completing any step in this Assistant, click Help for more information.
MYOB offers different purchase layouts. Select the layout that you expect to use most often; it will be assigned to all new supplier cards.
Choose Your Default Purchase Layout:
You can designate a specific set of buying details that will be assigned to all new suppliers.
Enter the expense account you plan to use for most of your purchases. If you use multiple expense accounts, leave this field blank.
Expense Account:
Has a credit limit been set with your suppliers? Enter the standard credit limit amount.
Credit Limit:
If VAT is charged on your purchases, select the tax code that is used most often by your suppliers.
VAT Code :
Is the carriage charges from your suppliers taxed? If so, select the carriage VAT code that is used most often.
Carriage VAT Code :
You can set up payment information that will be assigned to all new suppliers.
How do your suppliers pay you? Select the payment method that most of your suppliers use.
Payment Method:
When do your suppliers expect their payment? Enter the standard credit terms that will be used making purchases.
Payment is Due:
Discount Days:
Discount Date:
Balance Due Days:
Balance Due Date:
% Discount for Early Payment:
Account for Paying Bills:
Before entering your purchases, you need to set up your supplier list.
Click New to create a supplier record. Enter as little or as much information as you want. The choice is yours.
You can also edit or delete existing cards and import supplier cards into your list.
Supplier List
Historical purchases are the purchases that haven't been paid in full as of the first day of your conversion month which is ^0.
If you have historical purchases for foreign suppliers, refer to Help for more information.
Currency:
Supplier
PO Number
Amount Due
Total Purchases =
Total Linked Payables Account Balance =
Out of Balance Amount =
You've finished using the Purchases Easy Setup Assistant.
If you need to change any of the information you've entered in this Assistant, you can do it later.
You can change the information about your suppliers using the Card Information window.
You can also change the purchase information you've entered using the selections from the Setup Menu.
Enter or select the account you wish to use for paying bills to your suppliers. This account must have cheque privileges.
Some steps of the Easy Setup Purchases Assistant will not be visible due to your password restrictions.
Unchangeable purchases cannot be deleted; they must be reversed.
To delete a time billing purchase you must be using the Time Billing module of MYOB Plus.
VAT - EC Sales is an invalid VAT type for supplier cards.
&Add Purchase
E&dit Purchase
Dele&te Purchase
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