Search By

Choose All Vendors or Vendor. If you choose Vendor, a second field appears. In the second field, select the name of the vendor whose purchases you wish to view.

Date column

The date the purchase was recorded in AccountEdge appears in this column. You can click the zoom arrow to open the original Purchases window for this transaction.

PO # column

The purchase number that was assigned to the quote appears in this column.

Vendor Inv # column

The vendor invoice number that you entered in the quote, order or bill appears in this column.

Vendor column

The vendor name that you selected in the quote, order or bill appears in this column.

Amount column

The total amount due, including freight and tax, that was originally entered in the bill appears in this column.

The total of all amounts in this column appears below the column. (The total does not appear if you selected All Vendors in the Search By field and the I Deal in Multiple Currencies preference in the System view of the Preferences window.)

Debit Amt column

The balance that your vendor owes you appears in this column. As a debit, it displays as a negative amount.

The total of all amounts in this column appears below the column. (The total does not appear if you selected All Vendors in the Search By field and the I Deal in Multiple Currencies preference in the System view of the Preferences window.)

Save as Recurring (Edit menu)

With a transaction in the list highlighted, select Save as Recurring from the Edit menu. This opens the Edit Recurring Schedule window, where you can save the selected transaction as a recurring transaction and set up a schedule for recording it on a regular basis in the future.

Receive Refund button

Click this button to display the Refund Check view of the Settle Returns & Debits window and enter information about the refund your received from the vendor.

Apply to Purchase button

Click this button to display the Apply to Purchase view of the Settle Returns & Debits window and apply the Debit amount to your open bills.

Note: A category assigned to an applied debit must match the purchase's category

Print button

Click this button to print the Purchases Register [Returns & Debits] report.

New Purchase button

Click this button to display the Purchases window.

Close button

Click this button to close this window.