sblive Xero Guide

1. This is the supplier from whom you have received an invoice. As long as you have created this supplier within Contacts then this information will autofill into the Purchase invoice. 2. This is the date that is shown on the Purchase Invoice from the supplier. 3. This is the due date for payment. This can be completed by manually typing the date into the box. Alternatively if the invoice states terms, for example 30 days, you can enter +30 into the box and tab across, this will automatically populate the due date. 4. This is the reference field. This can be used to reference specific jobs or instructions. 5. You can attach a copy of the invoice to the Xero system by clicking this button. The Xero wizard will guide you through the process of attaching the electronic file from your computer. 6. Xero is able to process invoices in different currencies. Click the drop down arrow and select the currency which the invoice has been raised in. 7. If you are using the inventory function, you can use the drop down box to select the inventory type. This will then auto fill boxes 8-14. You should be careful to ensure the correct quantity is entered. If you are not using the inventory function then leave this blank. 8. This is the description of the item you have purchased. 9. Ensure you enter the quantity purchased, even if the quantity is only 1 this box must always have a figure in it for the invoice table to populate. 10. The unit price is the price per item that you have purchased from the supplier at. 11. The Account is the cost code against which the purchase will be posted. If you use tracked inventory this will always be the inventory code. If not then this should be the expense code such as purchases, advertising etc.

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