Creating a Supplier Invoice in Sage Intacct

James Childs
James Childs
  • Updated

The steps below will take you through how to create a supplier invoice within the Accounts Payable module.  Please note that in most cases, this is an action that should be carried out at entity level.

  1. Go to Accounts Payable > AP Purchase Invoices > Click Add in the top right-hand corner of the screen.
  2. Go through and input the various required fields. Notice that you can input a transaction date, as well as a different GL posting date.  You should also see that when you select a supplier, that the pay to and return to fields are automatically populated based on the Supplier Contact.
  3. When selecting a due date, you can either input it manually, or you can select a predefined payment term, which will calculate the due date.
  4. Another useful feature when inputting a supplier invoice is the ability to include an attachment.
  5. If the transaction has features of tax that need to be recorded, tick the box “Transaction has tax implications” and then select the necessary tax solution.
  6. You should find that the transaction currency is automatically populated based on the settings of the entity that you are in.
  7. You can then go ahead and fill in the Entries table with the relevant information. This is where you can include dimensional data, which can enable a greater level of analysis.

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