Credit Purchase: When buying something with payment terms, you acquire the item immediately, but you pay for it at a later date.

Cash Purchase: A cash transaction is a transaction where payment is settled immediately.

Expense Claim: Expense Claim is made when employees make expenses out of their pocket on behalf of the company.

Follow the steps below to record Purchase Bills.

1. Go to Purchases.

There will be a subcategory under purchases and click Bills.

2. Click +Bill.

3. Choose Credit Purchase/Cash Purchase/Expense Claim based on the nature of the transaction.

4. Credit Purchase/ Cash Purchase - Select Supplier, choose to create a new supplier or existing supplier.
​ Expense Claim - Select Employee, choose to create a new employee or existing employee.

5. Expense Claim - Select Supplier, choose to create a new supplier or existing supplier if any. *(Optional)
​

6. Key in own Bill No. or the system will autogenerate it.
​ Note: Turn on Custom Numbering in the Company Settings > Number Formats to

override the auto-numbering.

7. Key in a References No. if any. *(Optional)

8. Select a Bill date.

Note: The default date is the Current Day.

9. Credit Purchase/ Expense Claim - Select Payment Term.

10. Credit Purchase/ Expense Claim - Based on the payment term, the Due Date will

be autogenerated by the system.

11. Select Currency.

Note: The default currency is Malaysian Ringgit (MYR).

12. Add Tags to your transaction if any. *(Optional)

13. Scroll down and Click +Item to record the transaction.

OR

14. You can choose to transfer items from Purchase Order or Goods Received.

15. Select the existing Product or you can create a new product by clicking + Add

Product.

16. Select an appropriate Account or you can create a new account by clicking +Add

Account.

Note: Inventory account will be automatically selected if turn on inventory tracking

for the item.

17. Update the Quantity, UOM, Location, and review the Unit Price. The Amount column will be auto-calculated by the system based on the Quantity and Unit Price.

18. Add in Discount if any. *(Optional)

19. The Sub Total, Discount Given, and the Total will be auto-calculated and displayed by the system.

20. Cash Purchase - Scroll down to the Payment Section. Select Payment Method.

You can create a new payment method by clicking + Add Item.

21. Cash Purchase - Select Deposit Account.

You can create a new account by clicking + Add Account.

22. Cash Purchase - Key in the Payment Amount.

23. Cash Purchase - Key in a Payment References No. if any. *(Optional)

24. Cash Purchase - Enter the Fee Amount and Fee Account if any. *(Optional)

25. Key in notes under Remarks for your supplier/ employee. Refer to Styling Guide

*(Optional)

24. Write a Description. *(Optional)

Note: The transaction description will be appearing on the Reports.

25. Attach Files to the transaction, either select the existing files or upload a new file.

26. Once the file is uploaded, tick Shared if the file needs to be shared with the

contact.

27. Click Save to save the transaction in the system. You can save the transaction as

Draft, Pending Approval or Ready.

28. After saving the transaction, then you're all done.