Choosing how to complete the purchase

Purchases > Making purchases > Entering purchases > Choosing how to complete the purchase

When you're finished making entries in the Purchases window, there are a number of tasks you can perform with the transaction. Be sure to review all the following options before you choose what you want to do.

You can select Recap Transaction from the Edit menu to see how a purchase will affect your financial records before you record it. Other options include printing and recording bills and creating a recurring purchase.

You can print and record a purchase at the same time by clicking the Record button if you've set up your preferences properly. To do this, choose Preferences from the Setup menu to display the Preferences window, then click the Purchases tab and mark the box labeled "Print Purchases When They're Recorded."

Step by step
To email a sale or purchase
To create a recurring template

To record a recurring transaction

Related topics
Printing purchases
Using recurring transactions


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