Click to open and save attachment invoice to your computer:

-        

Take a note for P.O# & invoice number ( if no p.o number supplied see guide at bottom of doc

MATCH THE DETAILS BETWEEN THE P.O AND THE SUPPLIERS INVOICE

SUPPLIERS NAME

TOTAL AMOUNT INCLUDING GST

ITEM DESCRIPTION

IF THESE DETAILS DON'T MATCH SEE SEPARATE GUIDE....

Invoice

NO GO TO PINNACLE

we will add suppliers details onto pinancle invoice

Pinnacle

 

-         Add Invoice# from the invoice (pdf file) in Vendor Invoice Number field (pinnacle)

 

 

-         Make sure the JJ invoice number is already shown. If there's no JJ invoice number, see video. Supplier invoice must have a JJ invoice number before entering it in Xero. 

-          Click Save and Exit. Select Complete.

-          If P.O cannot be completed just click Ok

-          Enter invoice in XERO

-          Enter the details into xero:

-          From: type the supplier name

-          Date: date of the invoice

-          Due date: (this will automatically appears, if not just put 30^th of current month)

-          Reference: type the invoice number

-          Amount: type the amount of the invoice

-          Tax Rate – GST on Expenses

-          Item: (never mind)

-          Description: type the filename, jj original invoice (found in pinnacle) & part

 

-          Example: E22082014001 – 409782 – L FRONT DOOR

NOTE : Invoices from Zendesk has no filename because they are not yet saved, so we use E22082014001

-          Quantity: quantity in invoice

-          Price: amount of  invoice

-          Account: 51100 PO JJAP, (this will automatically appear)

-          Click Approve

-          NOTE: We need to attach every invoice we enter in Xero

How to attach invoice:

-         
In the upper portion click this icon

-          Click Upload files…

-          Select the file location

-          Select the file you need to attach

-          Click Open

-          The file is attached

 

 ==============================================================================

IF NO P.O NUMBER SUPPLIED

Some supplier invoice has P.O number but some has no written or indicated  P.O number yet, so we search P.O in pinnacle by using the complete supplier name

For example:

-          Type the supplier name

-          Enter the date ( date from the invoice ) or we can use Month to Date

-          Click search