Receivables: Managing recurring utility transactions such as phone, internet, electricity bills, etc..

Question

Hello All, 
 
 I'm new to Sage 50 and I am not really a accountant so please forgive me if this question seems sily. 
 
 I understand all about creating purchase orders and then going into Purchase invoices when paying a supplier but, doing this for recurring utility bills seems a little silly. 
 
 Granted utility suppliers are vendors of a sort but, anyone w of a way for Sage 50 to managed those other than creating a P/O for a utility invoice and then going into Purchase invoice to enter and manage their payments. 
 
 Like I said, I'm a newbie so, if you know of a way, please describe it in details s I can replicate it in my system. 
 
 Thanks in advance to all who reply. 
 
 Cheers, 
 
 Marc

Keith L · Accepted Answer

Hi MarcDu, 
 It it not necessary to create a purchase order before doing a purchase invoice. You can do purchase invoice for your utility supplier right away. 
 You can create a recurring payable invoice to avoid retyping information every time you need to pay the supplier. 
 Step 1 - Save the recurring transaction From the Home window, select Purchase Invoices. Select the Vendor. Enter the remaining information for the vendor invoice and select Store as recurring transaction (or CTRL-T). Type a Name for the recurring transaction. Select from the drop-down menu a Frequency. Click OK. 
 Step 2 - Recall the transaction 
 From the Home window, select Purchase Invoices. Select Recall recurring transaction (or CTRL-R). Select the transaction to recall in the "Recall Recurring Transaction" window. Click Select. Adjust information like date, invoice number, etc. Click Process (or Post).

MarcDu · Answer

Thank-you for the answer Keith. This s exactly what I was looking for,. 
 Cheers, 
 Marc

Sage 50 Canada

Receivables: Managing recurring utility transactions such as phone, internet, electricity bills, etc..

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