Handling materials not yet received
Our Expenses feature is being renamed to Purchases from 21 June 2023. More details →
Purchase line items can be marked as either Received or Not Received so that you can better track the status and availability of your materials on order.
Marking an purchase as not yet received
When adding a purchase, deselect the Received checkbox within the Add New Purchase Line Item popup. The New Available column will remain unchanged.
Marking an purchase line as Not Received will be included in your On Order count for the material.
When you mark the purchase as Received, the quantity purchased will be included in your On Hand count and will also be removed from your On Order tally.
Marking a purchase as received
- Navigate to your purchases list and select the purchase
- Click the Edit Items button
- Check the Received box for any items that have been received.
- Click the Save button to finalize your changes.