Purchase invoice (new design!)

The guide for the old purchase invoice document can be found HERE...

The purchase invoice document is located at Purchase → DOCUMENTS → Purchase invoices

New features on the new purchase invoice

The new design makes your work more flexible, faster and more transparent. Read more HERE. In addition, the new purchase invoice has these new and updated features:

• Fixed assets and low-value assets can be created from several rows, or a value correction can be added from several rows
• Exchange rate based on the Op. date
• New prepayment window
• New balance window
• Changed payment schedule button
• New fields E-invoice sum and E-invoice total

Still in development

Not all features have been moved to the new design yet, and some actions work slightly differently. Be careful when using it and make sure that everything on the new document works as you expect. The following features of the old document are not yet available on the new document:

• Stopping the periodization
• Changing the periodized object/project
• Taking into account the mandatory or recommended settings of required fields

GENERAL PRINCIPLES OF THE NEW PURCHASE INVOICE VIEW
How to navigate the new purchase invoice and customise it to suit your needs. What options are available in the purchase invoice view settings.

PURCHASE INVOICE BUTTONS AND FIELDS
A detailed description of the purchase invoice header and row fields and buttons.

PURCHASE INVOICE PERIODIZATION
How to start automatic periodization on a purchase invoice, which methods are used and how to cancel the periodization if needed.

AUTOMATING E-INVOICE POSTING
In Directo, the process of turning a received e-invoice into a purchase invoice can be automated fully (from creation to automatic confirmation) or in selected steps.

PURCHASE INVOICES AND PREPAYMENTS
How to create a purchase prepayment invoice and use a prepayment on a purchase invoice.

PURCHASE INVOICE PROCEEDING
Setting up purchase invoice proceeding, options and examples.

PURCHASE INVOICES IN FOREIGN CURRENCY
The basics of recording, paying and offsetting with prepayments purchase invoices in foreign currency.

VAT ON PURCHASE INVOICES
Automatic check of calculated and entered VAT amounts on rows. Recording purchase invoice VAT in a period different from the purchase invoice. Reporting purchase invoices in Annex B of the VAT return (KMD INF B).

CREATING SALES INVOICES FROM PURCHASE INVOICES VIA RESOURCES
In Directo, sales invoices can be created from purchase invoices via resources. This is useful when a customer has to be invoiced for purchased items used in providing a service.

CREATING FIXED ASSETS AND LOW-VALUE ASSETS FROM A PURCHASE INVOICE
From a confirmed purchase invoice, you can start creating a fixed asset or low-value asset card, or add an additional amount.

SPLITTING AND TRACKING THE PURCHASE INVOICE AMOUNT
How to check that purchase invoice amounts match the supplier's invoice, allocate amounts from resources, split payment into instalments with a payment schedule and track how the balance is formed.

CONFIRMING A PURCHASE INVOICE
What the purchase invoice journal entry looks like, the most common check messages on confirmation and how to change a confirmed purchase invoice.