If you’re recording a purchase invoice and want to select an account from the chart of accounts (such as a maintenance expense or transportation expense) when adding a line item instead of selecting a product, do not use a standard purchase invoice. Use a simple purchase invoice.
When do I use a simple purchase invoice?
Use it when you don’t want to link the invoice to a product, but rather want to record an expense directly to an account from the chart of accounts.
Steps
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Accessing Purchases
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Select “Simple Purchase Invoices”
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Adding a New Line Item
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For each line item you can select the account directly from the chart of accounts (note that only expense accounts are displayed)
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You don’t need to link the line item to a product
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Completing the Invoice
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Fill in the remaining data such as date, supplier, tax, and so on
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Save the invoice after confirming
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Important Notes
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A standard purchase invoice relies on products or assets that have been added, and each product or asset is linked to a specific account in the chart of accounts.
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A simple purchase invoice gives you the freedom to select the expense account directly from the chart of accounts.
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Asset accounts do not appear in the simple invoice.
If you are purchasing an asset (such as equipment or a vehicle), you must use a standard purchase invoice, as the accounting entry will be transferred to the linked asset account.
Possible Inquiry Formats
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Can I add accounts from the chart of accounts in a purchase invoice?
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How do I use the chart of accounts in purchase invoices?
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I need the accounts from the chart of accounts to appear when I select a line item when recording a purchase invoice
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Why can’t I select an account from the chart of accounts in purchase invoices?
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Is there a way to put the account instead of the product in a purchase invoice?
