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Purchases

  • How do I enter an invoice to be paid in instalments?
  • How do I find a purchase that isn't showing on my purchase screen?
  • How do I record direct debits and standing orders?
  • How do I record purchases paid via PayPal?
  • How do I submit an expense claim for multiple purchases?
  • How do I update a transaction / move it to a different category?
  • How to handle a transaction where a supplier is also a customer
  • How to handle an expense overpayment and/or expense repayment?
  • How to manage recurring gifts of money
  • How to process a supplier refund or credit note?
  • Is it easier to enter purchases on a computer or a smartphone/tablet?
  • Overpayment to suppliers
  • Purchasing and card holder policies
  • The category I need isn't in the drop-down list
  • The purchase type required isn't in the available options
  • What about a pre-approval process?
  • What is a gift of money?
  • What is the difference between a supplier and a payee?
  • Will I get notified when my expenses are paid?
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Categories

  • Invoicing
  • Bank Deposits
  • Purchases
  • Receipts
  • Approvals
  • Payments
  • Bank Reconcilation
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  • Adjustments
  • Payroll Upload
  • Investments
  • Loans
  • Fixed Assets
  • VAT
  • Finance Reports
  • Year End Accounts
  • Manage Donors
  • LoveGiving
  • ChurchSuite Export
  • Gift Aid
  • Donations Reports
  • Expenditure Reports
  • Task Management
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