This allows you to enter a non-inventory related bill to be paid. Anything inventory related should be entered as a non-fuel invoice on the retail side.
For SINGLE STATION EXPENSE:
1- Checkmark “Single Station” box and choose station from dropdown
2- Enter date, choose supplier from dropdown and enter amount and reference
3- A. If you are paying the bill at this point, checkmark the “Pay From” box and choose the checking account you wish to pay from. Then enter the Pay Date for when the check should be dated (NOTE: bill will hit your P&L on the above invoice date NOT the pay date).
a. If printing check now, checkmark the box “Print Check Now” it will take you to print checks when you hit OK.
b. If “To Be Printed” is selected, check will go to print cue so you can pay it later
c. “NOT using check” means you paid electronically
d. “Assign Check #” if you already wrote the check and want to just get it entered in accounting
B. If you are NOT paying the bill yet and just want it to sit in bills to pay to pay at a later date, don’t checkmark that box.
4- Choose the Accounts to expense to and the amount. You can split it up as needed (NOTE: system will default to only show EXPENSE type accounts, if you want to expense to OTHER types uncheck the box right above “Show Expense Account Only”)
5- Click OK when done. (NOTE: if you leave box “Save and Continue” checked, it will keep all same info from previous bill just entered. Uncheck if you want all fields refreshed)
FOR MULTI STATION EXPENSING:
Do NOT checkmark the station in the top area and expense each expense line item by station in the bottom portion follow same instructions as for a Single Station:
NEW VENDOR:
If you have a new vendor and its not in the list, you can simply type in the name of the new vendor and when done it will ask you if you want to add this new vendor to the supplier list (or maybe it was in error and you can say no and pick the right one from the dropdown).
