JCPS Computerized Personal Accountant Training Manual and ...

Computerized Personal Accountant
Entering Invoices in Accounts Payable
1. Click on the Accounts Payable tab.
2. Under Data Entry, select Invoices. The following screen is displayed.
3. The current date is defaulted, however you can click the drop-down
arrow to select a different date, or click in the month, day, and year
fields to type a new date.
4. Press ENTER or TAB to move to the Vendor field. The vendor field will
be highlighted. Begin typing the vendor’s name to locate the vendor
from the drop-down list. After a few characters, the vendor name should
be visible in the list. Click on the name to select it.
5. If the vendor is not in the list, select Add a new vendor from the list.
The message “Do you want to add a new vendor” is displayed. Click
Yes to add a new vendor or No to cancel the request.
6. If you select Yes, the CPA —Vendors screen will be displayed.
Complete the appropriate information on the Vendor screen. When
you are finished, click Save and Return. The vendor's name will be
displayed in the Vendor field on the Invoice screen.
7. Press TAB or ENTER to move to the Due Date field. Enter the due
date for the invoice.
Computer Education Support Unit page 36