Skip to content

Setup expense to post

This documentation will guide you in the process of setup an expense to post it as a journal, as an journal invoice or as purchase invoice.

Requirements

To complete this usage guide, you must have expenses included in a report.

Process

The process for setup expenses is detailed below.

Setup expense post journal

In the Posting secion of the expense, in the Posting type field, you must select Journal. You can fill in the business and posting group fields.

RegistroDiario

Setup expense post journal invoices

In the Posting secion of the expense, in the Posting type field, you must select Journal invoice. The business and posting groups fields will be automatically filled, although it is possible to modify these fields

The fields Gen. Posting Type, Vendor no. and External document no. must be indicated to post the expense. if the fields VAT Registration No. and Country/Region code are not indicated, when the expense is posted, these data will bet aken from the vendor information indicated in Vendor no..

RegistroDiarioFact

Setup expense post purchase invoice

In the Posting secion of the expense, in the Posting type field, you must select Purchase invoice. The business and posting groups fields will be automatically filled, although it is possible to modify these fields

The fields Gen. Posting Type, Vendor no. and External document no. must be indicated to post the expense. if the fields VAT Registration No. and Country/Region code are not indicated, when the expense is posted, these data will be taken from the vendor information indicated in Vendor no..

RegistroFactCompra

Languages

This document is available in the following languages: