Receiving Expenses With Advanced Receiving
Use the Advanced Receiving feature to receive orders separately from bills. With Advanced Receiving, you can receive items and expenses before receiving a bill.
To receive expenses with advanced receiving, you must be able to add expenses to purchase orders. To enable this preference, an administrator can go to Setup > Accounting > Preferences > Accounting Preferences. Check the Allow Expenses on Purchase Orders box, and click Save.
You can now create purchase orders for expenses.
Expenses are not physical items that you receive. However, it is still important to record that the expenses have been accounted for.
For example, your Marketing Director enters a purchase order for advertising. Advertising is not an item that is delivered and received, but you want to make sure that your ads appears as they are supposed to. After the ads are approved, you can mark the advertising expense received.
To receive expenses with advanced receiving:
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Go to Transactions > Payables > Receive Order.
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In the Vendor field, select the vendor from the list, or select All to list all open purchase orders.
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In the Process column, click Receive next to the purchase order you would like to receive.
You can only receive one purchase order at a time.
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Click the Items & Expenses subtab.
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Click the Expenses subtab.
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In the Mark Received column, check the box next to the expenses that have been accounted for.
You cannot receive partial expenses.
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When you have finished:
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Click Save to save the information and return to the Transactions page.
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Click Save & Bill to save the information and create a bill for this purchase order.
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When you are ready to pay the bill for this purchase order, go to Transactions > Payables > Pay Bills.