Publish Chart Invoice For Free

To publish your item: Click into an item from the Costs Inbox. (Optional) Add or edit the Item Details. Select a Category. Choose where and how to publish the document using the Publish as and Publish to fields. Click the green Publish button to publish the document.

After you have made the final adjustments to an invoice, and it has been final printed, you can post it. When posting an invoice, the accounting period is set to the invoice date, unless that date is prior to the lock reconciliation date or after the end of the current accounting period.

How to post a Purchase Invoice Enter the Vendor ID of the Vendor to be Invoiced. Enter Invoice Date. Enter Amount for Invoice. Select Tax Code for the Tax Applicable. Select Tax Indicator ?Calculate Tax?.

When the Expense Report is complete, and each transaction in the report has been assigned a nominal code, you can publish the report by pressing the green 'Publish' button. This will be published to general ledger as a purchase invoice (as if the employee was billing the company for their expenses).

If a Dext Prepare Account is integrated with an Accounting Software, you can send submitted documents directly from the Inbox to a specified location in your Accounting Software. Press the 'Publish' button to send this paperwork (and it's associated image and data) to the integrated software.

If you have integrated your Dext Prepare account with another software, you'll see a green 'Publish' button next to each item. Click this, and it will be sent to the integrated software. Choose where in the integrated software it will be sent to using the 'Publish to' field in the item detail page.

Steps involved in accounts payable invoice processing Step 1: Verifying the details of the invoice on receipt. Suppliers or vendors usually send an invoice on the completion of their services. ... Step 2: Recording the invoice in the system. ... Step 3: Invoice approval. ... Step 4: Payment of the invoice.

To start, you'll need to create your invoice, complete with your name and contact info, your client's name and contact info, dates, invoice number, services rendered, total price, and payment terms and conditions. When you're ready, send it out via email, mail, or invoicing software, and get paid for your work.

You can use the following submission methods to add Sales items to Dext Prepare: Upload from your computer. Email via your dedicated Dext Prepare email-in address. Submit via Mobile app.

Remember, the invoice is a legal document that represents the customer's agreement to pay you for services. Posting an invoice finalizes this agreement and prevents you from deleting the invoice or any of its invoice lines. This way, your organization always has a record for legal and bookkeeping purposes.