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How do I Navigate in Purchases ?
How do I Navigate in Purchases ?
Written by Joseph Godwin
Updated over a week ago

The Purchases section is a database of all your business purchases, and includes credit notes, too. Here you can create new bills as well as view, edit, and filter them by a status and by a specific period. You can also export a list of bills and perform searches on various criterias. Learn how to Manage Bills and how to Manage Bills Credit Notes.

How do I access Purchases ?

  • To navigate to the Purchases section, select the drop-down menu of Purchases. The Purchases section is divided into three categories : Bills, Recurring Bills and Archived Bills.

  • The Purchases page is divided into four categories : All Bills, Drafts, Recurring Bills and Archived.

The Bills tab contains a list of bills sent to your business by suppliers etc, and also credit notes received. On the Bills tab you can view individual bills and credit notes, filter the list by specified parameters and export the list in .csv format.

How do I Filter Bills ?

  • In the All Bills category of the Purchases page, select Filter.

  • You can also filter and search a bill by contact name, category, issue date, due date, amount and status.

  • You also have the option to filter and search a bill monthly, over the last six months, over the fiscal year or all time.

  • You can also search the list of bills by specific parameters using the search bar.

  • To create a customised time period, click on the search bar under Issue Date. Select Between and choose a period.

How do I export a list of bills ?

  • In the All Bills page, select the export button which is next to the search bar.

  • The file will be saved in the folder selected in the settings of your browser.

How do I Navigate in Recurring Bills ?

  • In Purchases, click on the Recurring Bills tab.

  • This tab is a list of recurring bills you have created for the company. Here, you can view bills, delete or make them inactive.

  • Learn how to manage recurring bills here.

How do I Archive Bills ?

  • In Purchases, click on the Archived tab.

  • The Archived Bill tab shows you a list of the archived bills.

  • Learn how to archive a tab here.

Note: The Archived Bills tab is only active if you have at least one archived bill.


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