This article describes how to perform Purchase Ledger activities within Insight
Creating a Supplier
- Go to Accounts > Purchase Ledger
- Click Add at the top of the screen
- Om the Details pane enter the Name and Reference of the supplier
- Enter Payment Terms and Credit Limit if required
- Enter any Address or Communication details by right clicking in the relevant tab and selecting Add
- Add any Notes for the supplier by selecting the Notes tab and right clicking and selecting Add
- Click Save at the top left of the screen
Nominal Posting to Purchase Ledger
- Go to Accounts > Nominal
- Look up Nominal you wish to post the invoice to
- Select NL - Nominal PL Invoice from the drop down list
- Enter the details of the invoice, including vat if applicable
- Select the correct Purchase Ledger by using the Lookup box if needed
- Check that the Posting Date, Invoice Date and Due Date are all correct
**The due date will be calculated automatically according to the Payment Terms entered when creating the Supplier**
- Click Post
Posting Matter Disbursements to Purchase Ledger
- Go to Accounts > Client
- Look up Matter in the Matter Lookup pane
- Select O4 - Office Disbursement from the drop down list
- Enter the Date, Reference, Description and Type of Disbursement
- Select Purchase Ledger from drop down list
- Enter Amount and any VAT if applicable
- Select Debit or Credit
**The VAT element of the disbursement will show as a credit on the office ledger until the disbursement is attached to a Bill**
- Select the correct Purchase Ledger by using the Lookup box if needed
- Check that the Posting Date, Invoice Date and Due Date are all correct
- Click Post
**The invoice will now appear as outstanding on the office ledger and can be attached to a Bill**
Paying Purchase Ledger Invoices
- Go to Accounts > Purchase Ledger
- Search for Supplier to be paid
- Select Invoice Payment from drop down list
- Enter Date, Reference, Description and Payee
- Click Include on all invoices to be paid
- Check the total Gross amount to be paid
- Select the Bank payment is to be made from
- Click Post
**The payment will now appear on your bank reconciliation, and the invoices included in the payment will be marked as paid**