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Knowledge BaseCreating a Purchase Order
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Creating a Purchase Order

  • 16/05/2022
  • Knowledge

How To
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You can create purchase orders and send them as nominal ledger journals from LEAP.

 
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Your Tax Basis must be set to either Accrual or Hybrid.

  • Desktop

Set Up Purchase Order Account Code

 

  1. From LEAP Matter List, click the LEAP Menu > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click Accounting > under Nominal Ledger > Account Codes.

  3. Under Expense/Cost of Sales, enter an account code in LEAP Supplier Purchase Orders matching your accounting platform's Purchase Orders account code.

  4. Click Save.

Create a New Purchase Order

 
 
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You must have an existing Cost Recovery to create a new Purchase Order.

See Creating a Cost Recovery for more information.

Cost Recovery Window

 

  1. Open the matter.

  2. Click the Office Accounting > Cost Recoveries tabs.

  3. Open the Cost Recovery.

  4. Click User-added image at the top-right corner and select Create purchase order.

  5. Enter or edit the Reference No.

  6. Click User-added image to select a Supplier card.

  7. User-added image(Optional) Click to select and upload a file from your computer as an Attachment to the purchase order.

    You may also drag a Correspondence Item from your matter or a file from your computer to the Attachment field.

    Click to open the attachment file.

    Click X to remove the attachment file.

  8. The Cost Recovery No. is automatically filled in with the Cost Recovery that you selected to create this new Purchase Order.

  9. Enter or click User-added image to select a Date.

  10. Enter or click User-added image to select a Delivery Date.

  11. (Optional) Untick Inc. tax to see the exclude Tax amount in Amount Each column.

  12. Click Save & Close.

Cost Recoveries Ledger

 

  1. Open the matter.

  2. Click the Office Accounting > Cost Recoveries tabs.

  3. Right-click the Cost Recovery and select Create purchase order.

  4. Enter or edit the Reference No.

  5. Click User-added image to select a Supplier card.

  6. User-added image(Optional) Click to select and upload a file from your computer as an Attachment to the purchase order.

    You may also drag a Correspondence Item from your matter or a file from your computer to the Attachment field.

    Click to open the attachment file.

    Click X to remove the attachment file.

  7. The Cost Recovery No. is automatically filled in with the Cost Recovery that you selected to create this new Purchase Order.

  8. Enter or click User-added image to select a Date.

  9. Enter or click User-added image to select a Delivery Date.

  10. (Optional) Untick Inc. tax to see the exclude Tax amount in Amount Each column.

  11. Click Save & Close.

Search Cost Recoveries

 

  1. From LEAP Matter List, click the LEAP Menu > Accounting > under Office Accounting > Cost Recoveries.

    The Search Cost Recoveries will open in a new window.

  2. Search the cost recovery you would like to create a purchase order.

    See Creating a Cost Recovery > Search for a Cost Recovery for more information.

  3. Right-click the Cost Recovery and select Create purchase order.

  4. Enter or edit the Reference No.

  5. Click User-added image to select a Supplier card.

  6. User-added image(Optional) Click to select and upload a file from your computer as an Attachment to the purchase order.

    You may also drag a Correspondence Item from your matter or a file from your computer to the Attachment field.

    Click to open the attachment file.

    Click X to remove the attachment file.

  7. The Cost Recovery No. is automatically filled in with the Cost Recovery that you selected to create this new Purchase Order.

  8. Enter or click User-added image to select a Date.

  9. Enter or click User-added image to select a Delivery Date.

  10. (Optional) Untick Inc. tax to see the exclude Tax amount in Amount Each column.

  11. Click Save & Close.

Open an Existing Purchase Order

 

  1. Open the matter.

  2. Click the Office Accounting > Cost Recoveries tabs.

  3. Right-click the Cost Recovery and select Open purchase order.

Send Purchase Orders

 

  1. From LEAP Matter List, click the LEAP Menu > Accounting > under Office Accounting > Nominal Ledger Link.

    The LEAP Nominal Ledger Link will open in a new window.

  2. Click More at the top-right corner of the window and select Purchase Orders.

    You will be directed to the Purchase Orders page.

  3. Click Sync Now.

 
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You may be prompted to log into your accounting platform in order to link with LEAP Nominal Ledger Link for the first time.

  1. Once the purchase order journal(s) has been exported to your accounting platform, you'll then need to include the draft purchase order(s) on supplier bills and subsequently pay the supplier through there.

    Visit your accounting platform's Help Centre for more information regarding purchase orders.

Last Modified Date
16/05/2022 9:34 am
Title
Creating a Purchase Order
URL Name
Create-a-Purchase-Order-IE

Resolution
Office Accounting
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Creating a Purchase Order