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  1. In the navigation pane, double-click Relationships then Supplier Transactions.
  2. Click Debits.

  3. Click New. The New Supplier Debits window displays.

  4. 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.
  5. Click the Line Items tab.
  6. Enter line information:
    • For the Account Site, select GL Account.
    • Enter the value and the tax code.
    • enter a description at this level.
  7. If you want to add a note for the credit, click Note in the ribbon.

  8. When you have finished, you have three options. (A pop up box may appear requesting mandatory fields)

    1. Click Finalise to finalise the debit without allocating it.
    2. Click Finalise and Allocate to finalise the debit and allocate it against an invoice.
    3. Click Finalise and New to finalise the debit without allocating it, and start another transaction.

 

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