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Find purchase bills

Goal

Find, filter, and open purchase bills.

Who it is for

AP / purchasing clerk with purchasing.view.

Preconditions

  • Module purchasing enabled.

Steps

  1. Open Trade → Purchase bills.
  2. Filter by status (draft, posted, …), supplier, or date as needed.
  3. Open a row for detail (totals, lines, post / debit-note actions).
  4. Choose New to create a draft bill (purchasing.manage).

Result

You can locate the bill and drill into posting or payment follow-up.

BlueMatrix Help — product documentation for tenants