Adding Charges to POs
The Importance of Vendor Bills and Purchase Orders Matching
Most accountants insist that the purchase order and vendor bill amounts match to the penny. With DesignSmart, this is easy to do using the Add Charge feature, which is described below.
Most firms using this frequently for adding freight charges and other fees that inevitably get tacked onto purchase orders.
You can add charges to an existing PO by following these steps:
Step 1:
Click on the PO number to view the PO layout below.
Step 2:
Click on the Add Charge button.
Step 3:
From the Type pull-down list select the necessary charge. Then, enter the amount and click Save.
Charging Clients for the Additional Charges
When you add additional charges to a purchase order, you will have the option to add them to the list of items in that project. This is commonly done when you need to invoice your client for these charges. In the example above, the $49.00 frieght charge would be added as a line item to the project and you can easily place it on an invoice to the client. To learn more about this, view Add PO Charges as Items.
However, there are scenarios where you want the vendor bill and the purchase order to match, but you don't need to add the additional charges to the list of items for the project because you won't be billing the client for these charges.