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6.1Purchases Overview

Chapter 6 · Purchases·1 min read

  • Headline metrics — Billed this month, Unpaid bills, Overdue bills, Open purchase orders and Draft bills, with a spend chart and period picker.
  • Quick actions — New bill, New purchase order, Record payment, New recurring bill, Vendor credit, Import vendors.
  • Panels: Bills to pay (open and overdue, soonest due first), Open purchase orders, Recent payments, Top vendors · this year.
  • Purchases reports — Purchases by vendors, Purchases by items, Payable aging summary/details, Bill details.
7.1Expenses OverviewHeadline metrics — Spent this month, Spent this year, Billable, not invoiced (costs you can still pass on to customers) and Draft expenses. Quick actions —…Expenses10.1Inventory OverviewHeadline metrics — Items in catalog, Out of stock, Low on stock, Orders to fulfill and Open purchase orders. Quick actions — New item, Import items, New…Inventory5.1Sales OverviewHeadline metrics — Invoiced this month, Unpaid invoices, Overdue invoices, Open estimates, Orders to fulfill and Draft invoices, with a Revenue over time…Sales4.1Contacts OverviewThe Overview is a read-only picture of your customer and vendor base: Customers and Vendors — counts, with growth over time in the chart. Receivables and…Contacts — customers and vendors