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.

Dated From -- To

Enter a range of dates in this field to display purchases for a specific time frame in this window. Select the space bar if you'd like to enter a date using AccountEdge's Calendar (day selection) window.

Date column

The date the quote was saved 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 quote 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.)

Promised column

The Promised Date you entered in the quote is the date you expect to receive the items or services on the quote. It is for your information only.

Save as Recurring (Edit menu)

With a quote 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.

Change to Order button

Click this button to convert the highlighted quote to an order.

Change to Bill button

Click this button to convert the highlighted quote to a bill.

Delete button

Click this button to delete the highlighted quote.

Print button

Click this button to print the Purchases Register [Quotes] report.

New Quote button

Click this button to display the Purchases window.

Close button

Click this button to close this window.