Purchases Overview - Reviewing your purchase information

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 AccountEdge 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 bills, quotes, orders, returns and debits and recurring templates. You can even view a list of all purchases, if you choose.

You can perform several AccountEdge 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 vendors, you can easily access the Bill Payments window. You can also display the Settle Returns & Debits window if you want to apply a vendor debit to one of your unpaid purchases with the vendor.

Note: You can still use the Find Transactions window to find bills

You may want to use Find Transactions if you're searching for a specific bill. 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 vendor's name

The To Do List provides a quick way to review your transactions in AccountEdge, including outstanding payables, recurring purchases templates, orders and bills 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 Analyze 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 AccountEdge.

The Reports option opens the Index to Reports window. You can use this window to print virtually all of the reports available with AccountEdge; 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 vendors

Purchases Overview - Reviewing your purchase information