To display a list of orders using the To Do List

If you haven't already read the Purchases Overview, see Reviewing your purchase information for more information.

These steps will also allow you to convert your orders into actual bills.

The To Do List window should be displayed.

  1. Click the Orders tab to display a list of all your sale and purchase orders.

  2. Click the zoom arrow to the right of the vendor's name to view details about a specific order.

  3. Click the Action column if you want to convert one or more of the orders to bill.

Warning: Read this before you convert orders to bills using the To Do List

 If you choose to convert orders to bills using the To Do List window, keep in mind that if you mark the Action column and click Record as Actual the conversion will occur automatically; you won't get a chance to review or change any of the transactions before they're converted. If you're not sure you want to convert an order to a bill, click the zoom arrow next to the transaction to open the Purchases window to manually change the order to a bill so you have better control over the transaction than you would if you used the To Do List.
  1. Click the Record As Actual button.

To display a list of orders using the To Do List