General invoice information:
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Vendor
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The name of the vendor
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Invoice number
|
The invoice number or ID
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Invoice date
|
If you specified days-to-pay options when setting
up the vendor, type the invoice date.
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Description
|
A description of the invoice
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Company
|
Multi-company only.
View only - The company associated with the beginning balances
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Date to pay
|
The date to issue payment for the invoice
Ajera enters the date to pay based on the options you chose when setting up the vendor.
|
Amount
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The total amount of the invoice
If you enter the amount, enter the total amount of the invoice. The
balance on the invoice must equal zero before the invoice can be saved.
If you do not enter an amount, Ajera calculates it for you as you enter
the invoice details.
|
On hold
|
If selected, the vendor invoice is on hold.
|
|
Click to add,
change, or open
attachments.
Linked files must be in
a shared location for other people to open them (for example, on a shared
network or a website).
|
Notes
|
Any notes about the invoice
|
Transaction details (in the
table):
|
Purchase Order |
Not available in ajeraCore or ajeraCore + add-ons
In the Purchase Order column, click to select a purchase order associated with this vendor.
Note: |
Only Approved purchase orders are available. |
|
Purchase Order Detail |
Not available in ajeraCore or ajeraCore + add-ons
In the Purchase Order Detail column, click to select a purchase order detail associated with this vendor.
|
Project
|
The project associated with the transaction
|
Phase
|
The phase associated with the transaction
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Activity
|
The activity associated with the transaction
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Units
|
If a cost on the invoice involves units, the number of units (such as
square feet)
|
Cost rate
|
If units are involved, the rate per unit
|
Cost amount
|
The cost amount of the transaction
|
Company
|
Multi-company only.
View only - The company associated with the transaction. This must match the invoice company for all beginning balance entries.
|
Account
|
The account associated with the transaction
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Department
|
The department associated with the transaction
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Optional columns:
|
Unit description
|
View only
|
On hold
|
If selected, payment for the transaction is on hold.
|
Non 1099
|
If selected, indicates that the transaction does not require 1099 reporting.
|
Notes
|
Any notes for the transaction
|