Reviewing 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 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 use the Purchases Register to perform several AccountEdge functions, including deleting a purchase or changing the status of a purchase. If you want to pay 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.

• The To Do List provides a quick way to review your transactions, 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 can provide a detailed history of the activity related to a particular purchase. Use this window to view the purchase itself, as well as any payments and other adjustments made to the transaction.

Note:  Quotes and orders without applied payments don't appear in the Find Transactions window

• Analysis includes the Analyze Payables window, which provides 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 can also display these reports on your computer screen.

Step by step

• To view purchases (Purchases Register)
• To display a list of all purchases (Transaction Journal)
• To display and Pay Bills for all open purchases (To Do List)
• To display and Pay Bills for open purchases with expiring discounts
• To display a list of orders and record as purchases (To Do List)
• To print a list of all your purchases
• To print a list of purchases by status
• To print a list of all recurring purchases templates
• To print a list of fully paid bills and their applied debit memos
• To view a purchase's history
• To view the amounts you owe your vendors