Articles in this category Expenses Receive Items Without POs If you would like to have a payable bill created when you purchase something from a vendor, then you need to create a PO, receive it, and then do Expenses -> Purchase Orders -> Completed PO to A... Vendor Charges Many of my vendors charge me for things like a pallet charge or for special wrapping. How do I get these entered into the PO when I am making it up? You can add these charges after the shipment is rec... Payables Commission Checks You can generate checks to pay commissions for distributors by using Expenses -> Vendors -> Add Vendor, Income -> Sales Personnel -> Add Salesperson, Income -> Sales Personnel -> Man... Check Register To view a list of checks written go to Expenses -> Reports -> Check List. You can drill down to the original check by clicking the link in the Check # column. Click the Amount to view the relat... Delete a PO Situation 1 Go to Expenses -> Purchase Orders. Locate your PO and click the PO number. If the PO Status is Open, then you will see a Delete button at the top of the page you can click to remove th... 1099 Tax ID Numbers To have your Tax ID number (EIN) appear when printing 1099s via Expenses -> Reports -> IRS 1099, go to Admin -> Payroll -> General Setup. Set a value for Federal Tax ID. To have vendor tax... Check, W-2, and 1099 Forms You can purchase check stock, W-2 forms, and 1099 forms by visiting our partner, Nelco. Under the Compatible Products section you can find Business Checks, 1099 Forms, and W-2 Forms that will work AP Check Printing Adjustments Make sure when printing to select none for page scaling (or similar scaling setting) and uncheck the auto-rotate and center (or similar auto-adjustment setting). These appear in the printer options wh... Pay a Vendor Without an Invoice If you would like to pay a vendor without creating a vendor bill first, you can go to Expenses -> Checks -> Manual Payments. You can leave the Invoice Number box empty. The system will use the ... Default Shipping Carrier You can set a default shipping carrier and method for drop ship POs by going to Admin -> Payables -> General Setup -> PO -> Drop Ship Default Shipping Method. You can add to the list of c... Entered Received PO Incorrectly as Damaged Option 1 If you have not passed the bill to AP: 1. Go to Expenses -> PO Receipts and locate the receipt you'd like to delete. Click the link in the Receipt Batch ID column.2. Click the link in the ... Receive Partial PO A PO will be put in Partial status when fewer items are received than are on the PO. When you are receiving a purchase order, and you enter less quantity in the Quantity Received box than is on the PO... Manual Payments You can pay vendors without first entering a bill by using the Manual Payments tool (Expenses -> Checks -> Manual Payments). This one-step process will let you select expense accounts for the pa... Credit Card Purchases You can record credit card purchases and convert them into vendor bills by using the Credit Card Tracking add-on. To start follow the directions below: 1. Go to Expenses -> Credit Card Purchases -... Add Bank Account You can add new bank accounts by going to Admin -> Ledger -> Bank Accounts. If you need to set up a bank account for an employee's direct deposit payment, bring up the employee's record (Payroll... ACH/EFT Payments You can process ACH/EFT payments in NolaPro one of two ways: 1) Via automatic hand-off to your bank using NolaPay, or 2) By generating an ACH formatted file that can be uploaded to your bank. Automa... Unit Price on POs If you would like to not show unit prices on purchase orders, go to Admin -> Payables -> General Setup. Check the box in the PO section labeled Do Not Show Prices On PO. PO PDFs will print with... Track Fuel Expense You can use the Credit Card Tracking add-on to record fuel expenses paid for with credit cards along with other expenses. For more information on the Credit Card Tracking add-on, click here. If you'd... Why don't I see the Bill On Hold and Pay Invoice Check Boxes on the Write Checks Screen? This occurs if your Vendor has only one invoice to pay. The Bill On Hold and Pay Invoice checkboxes will only show if there are multiple open invoices to select from. If only one invoice exists for th... Manual Check Error - "No GL Account Selected for Amount " Be sure to select a GL Account for each line that has an Amount. This error message will stop appearing when all lines with amounts have a GL Account set. Item Code Display on Purchase Orders The item codes that appear on PO PDFs are vendor product codes. If you would like to add your item codes to PO printouts in addition to the vendor codes, turn on the option Admin -> Payables -> ... Recurring AP Bills You can handle recurring AP bills in a couple of different ways. When adding a new vendor bill (Expenses -> Vendor Bills -> New Vendor Bill), you can create multiple copies of the bill. For the ... Credit Card Tracking for PO Payments If you'd like to be able to mark POs as paid via credit card, you can turn this on by first activating the Credit Card Tracking add-on in Tools -> System -> Add-ons. After activating the add-on,... Purchase Order Discount Terms To create a PO for a vendor who offers discount terms: 1) Create a vendor term entry, if it doesn't already exist, by going to Admin -> Payables -> Vendor Terms. Set a Discount Percent and Disco... Vendor Credit To enter a vendor credit, create a new vendor bill by going to Expenses -> Vendor Bills -> New Vendor Bill. Set a negative amount as the invoice total (in the amount of the credit). When you rec... Advance Payment to a Vendor There are a few ways to handle a situation where you need to pay a deposit for a purchase order, or you need to prepay a vendor without having an invoice yet. Prepay with a Manual Payment and a Prepai... Purchase Request You can turn on the Purchase Proposal add-on (Tools -> System -> Add-ons), and this will allow users to create purchase order proposals (requisition requests) which don't have the official statu... Void ACH/EFT Payment You can void vendor payments marked as ACH/EFT by going to Expenses -> Checks -> View/Cancel Checks. This will not cancel any bank transfers that may have been initiated if using the NolaPay ACH... Return Item Received on PO You can return items that have been received on a purchase order by utilizing the Expenses -> PO Receipts -> Return Received PO tool (requires the Tools -> System -> Add-ons -> Purchase... Barcode Labels You can generate custom barcode labels with the Custom Design Barcode Labels add-on (Tools -> System -> Add-ons). Once the add-on is active (you may need to log out and back in after turning on ... Checks You can purchase check stock, W-2 forms, and 1099 forms that are compatible with NolaPro from our partner, Nelco. Open the NolaPro partner page above and use its Compatible Products section to find bu... Credit Card VAT Tax You can learn a bit more about setting up VAT taxes by checking out this link. To add VAT amounts to Credit Card Bills, you will first need to create a CC Purchase Type (Expenses -> Credit Card Pur... Vendor List The primary place to view vendors is Expenses -> Vendors. You can export the list of vendors by clicking the Export button. You can also view vendors by going to Expenses -> Reports -> Vendor... Payables Aging Report The Payables Aging report shows your outstanding vendor bills bucketed by how far past due they are, in either Summary or Details form. You can run it as of a chosen historical date and optionally gro... Discount Aging Report The Discount Aging report lists open vendor bills whose discount-eligible date has not yet expired — so you can see which bills still qualify for an early-payment discount and how much you could save ... Payables List Report The Payables List report produces a list of vendor bills — outstanding, paid, or all — with date-range filters. You can optionally include pending and received-but-unbilled purchase orders, and choose... How to Run an AP Check Run to Pay Vendor Bills A check run is the routine process of paying down accounts payable: you filter the open vendor bills (often by due date), choose which ones to pay, enter the amounts, and save to create the payment re... How to Pay a Vendor Without an Invoice A manual payment is for when you need to pay a vendor immediately and there is no existing bill: a quick check, a cash reimbursement, or a one-off charge. In one save NolaPro creates the vendor bill, ... How to Record a Vendor Advance or PO Prepayment A PO deposit (vendor advance) is money paid to a supplier up front, before the order is received. NolaPro records the deposit from the purchase order's own edit screen: it creates a small vendor bill ...