Managing vendor invoices and payments
Overview
When you receive invoices from your vendor, enter them into Ajera to reflect these costs in your financial reports and to bill your projects. You can choose to pay the invoices as you enter them or at a later date. In addition, Ajera automatically creates vendor invoices for expense reports, which you can pay as you would any other vendor invoice.
When you enter a vendor invoice, you can assign all or part of the cost on the invoice to a particular project, phase, and activity. Your company can then bill that cost to the client.
When you manage vendor payments, you can do the following:
- Select invoices for payment.
- Partially pay an invoice.
- Put payment on hold.
- Print checks.
You can pay invoices by:
- Vendor
- Invoice
- Invoice distribution
After you print a check, it appears in Manage > Bank Register. To void a check, use Manage > Bank Register.
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Note: |
When you select to pay multiple invoices with one check, Ajera individually lists the first 14 invoices on the check stub and then summarizes any remaining invoices into one line item. |
You can also pay a vendor invoice from the Manage > Vendor Invoices menu, which is convenient when you want to quickly pay one invoice.
Follow a work plan
Vendor invoices
- Click Manage > Vendor Invoices.
- Enter vendor invoices.
- If needed, create recurring vendor invoices in Manage > Recurring
- unavailable in ajeraCore unless you have the Consultant Management add-on - If your Ajera setup allows, you can better manage your consultant and expense commitments and prevent overpayment by specifying the commitment budget item being invoiced. For more information, see this topic in help : About consultant management.
If you use consultant management, you must enter open invoices that are dated before your beginning balance date in the Beginning Balances task.
Vendor payments
- Click Manage > Vendor Payments.
- Select vendor invoices to pay.
Learn the details
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Setting up and creating recurring vendor invoices 
Test your knowledge
Quiz: Managing vendor invoices and payments
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