kimpossible
2 years agoExperienced User
Approval of Payments
Hi,
Question 1:
We usually encode all payment transactions through Spend Money function. However, once it is encoded by the staff, it is directly posted to the books. Is there a way to suspend posting and have an approver tick it prior to posting?
Questions 2:
I also tried using the Bill under Purchases. In the process of creating the form, I noted that we cannot add the field which displays the account code. Is there a way to display?
Would appreciate your help on this.
Thank you.
Hi kimpossible
Thanks for that information. To answer your queries:
- that is correct, when a transaction is recorded the transaction journal is posted to the selected accounts
- you can print a Purchase by opening the transaction and clicking on Print
- you can't add the account number to the custom Purchase order form. Purchase orders are sent to suppliers to order goods, account numbers are for the company's internal use only
- to check that transactions have been recorded correctly, run the Journal Security Audit report. This displays the associated card, accounts and amounts
Please let me know if you need further help.
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