Purchase invoice handling can be sped up by creating default postings in Heeros Purchase Invoices - workflow and accounts payable and in Heeros Purchase Invoices - capture and posting. The settings steering default posting creation are in Heeros Link and in Heeros Purchase Invoices - workflow and accounts payable and default posting creation can be enabled for a defined set of suppliers, or for all suppliers at once. This article describes how to enable the functionality in a nutshell.
Static supplier's default values, or automatically saved?
How do I enable default posting creation for wanted suppliers only?
How do I enable default posting creation for all suppliers?
How does the default posting look like?
Static supplier's default values, or automatically saved?
Supplier's default expense account and possible default cost unit and accounting items are defined on supplier's Comments tab. Default values are given to supplier by saving values, or the values can be edited with the register upkeep CSV export and import tool. With register upkeep you can update default values to several suppliers at once.
Default values defined behind the supplier are also possible to be automatically saved, which makes the default values to follow the lastly completed posting values. This settings is selected individually for default accounts and default accounting objects on Circula general settings on Postings tab.
If you want to define static supplier's default values, which do not change by individual invoice posting
- Defined settings as Not saving
If you want the supplier's default values to be the last used values
- Defined settings as Saving
Note. Saving default values does not currently happen in transferring invoice from Heeros Purchase Invoices to Circula.
How do I enable default posting creation for wanted suppliers only?
- Define Link setting Default booking after importing invoices to selection By supplier
- Define wanted supplier's default expense account as well as possible default cost unit and accounting items in Circula supplier register.
- Define Circula supplier register setting Create default postings when importing invoices? to selection Yes
- Supplier register default posting information can be edited with the register upkeep CSV export and import tool. This way you can easily update default accounts, cost units and accounting items, as well as update default posting creation setting to Yes.
How do I enable default posting creation for all suppliers?
- Define Link setting Default booking after importing invoices to selection Created
- Define suppliers' default expense account as well as possible default cost unit and accounting items in Circula supplier register.
- Supplier register default posting information can be edited with the register upkeep CSV export and import tool. This way you can easily update default accounts, cost units and accounting items.
How does the default posting look like?
After saving the settings a default posting will be automatically created for the invoices entered to Heeros Purchase Invoices, or from Link to Heeros Circula. Here you see examples of invoices posted at entry. You see the posting when opening the invoice and you continue normally controlling the invoice, possibly completing the posting and circulating the invoice.
Automatically posted invoice in Heeros Purchase Invoices:
Automatically posted invoice in Circula: