Hi Laura I use the RECURRING PURCHASE invoice option for standard monthly or recurring bills received such as Synergy, Telstra, Water, Cleaning etc. Anything that routinely comes in and set it to the same bill date roughly each month. Then it sits in your DRAFT PURCHASES awaiting processing. So you can check you outstanding DRAFT invoices list each month before closing off (or any time) to see if anything you should have received has not been processed yet. This works as a good cross check for me.
I requested the RECURRING PO for Suppliers we actually have to send a Purchase Order to, predominantly CLOTHING ORDERS for us, which often use the same ITEMS and also Staff Amenities that we stock up on routinely like tea, coffee, milk etc. Obviously not a big ticket item as no action on this in a few years. Doesn't sound like a hard option to offer??
Sharyn Keron
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Hi Laura I use the RECURRING PURCHASE invoice option for standard monthly or recurring bills received such as Synergy, Telstra, Water, Cleaning etc. Anything that routinely comes in and set it to the same bill date roughly each month. Then it sits in your DRAFT PURCHASES awaiting processing. So you can check you outstanding DRAFT invoices list each month before closing off (or any time) to see if anything you should have received has not been processed yet. This works as a good cross check for me.
I requested the RECURRING PO for Suppliers we actually have to send a Purchase Order to, predominantly CLOTHING ORDERS for us, which often use the same ITEMS and also Staff Amenities that we stock up on routinely like tea, coffee, milk etc. Obviously not a big ticket item as no action on this in a few years. Doesn't sound like a hard option to offer??