Creating a new supplier debit
- In the navigation pane, double-click Relationships then Supplier Transactions.
- Click Debits.
Click New. The New Supplier Debits window displays.
- Enter header details for the debit:
- Select the supplier who the debit is for.
- Enter a reason for the debit.
- The date is automatically set to today's date, but you can change it if you need to.
- Click the Line Items tab.
- Enter line information:
- For the Account Site, select GL Account.
- Enter the value and the tax code.
- enter a description at this level.
- If you want to add a note for the credit, click Note in the ribbon.
Finalise (A pop up box may appear requesting mandatory fields)
- Click Finalise to finalise the debit without allocating it.
- Click Finalise and Allocate to finalise the debit and allocate it against an invoice.
- Click Finalise and New to finalise the debit without allocating it, and start another transaction.