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Overview of the Purchasing Menu on the Website

Article author
Learning Center Mekari
  • Updated

In the Purchasing menu, you can perform several activities such as creating a Purchase invoice, monitoring the status progress of each payment made, as well as editing and downloading Invoices. This menu can be managed by roles Super Admin, Finance Admin, and Finance User.

Important
Specifically, roles Super Admin and Finance Admin have additional access such as:
1. Performing Approval on Purchasing.
2. Creating payment requests.
3. Approving payment requests.
4. Rejecting payment requests.
5. Authorize and pay/reject payment requests.
6. Void payment authorization.

On the Purchases page, you will see the following display.
1.png

No. Feature Name Description
1 Create purchase Access to create a Purchase request.
2 Open invoices

All Purchases that have not been fully paid.
If you click the Open invoices tab, a list of currencies will appear as follows.
2.png
 

If you have never conducted transactions using the Indonesian Rupiah currency, then Rupiah will not appear as an equivalent currency because the rate below remains fixed.
3 Awaiting disbursement invoices

Funds disbursement that has been approved by the Payment releaser and is still in process.
*This disbursement corresponds to the date previously set when creating the Purchasing invoice.

If you click the Awaiting disbursement invoices tab, a list of currencies will appear as follows. 
3.png

- Exchange rates can be changed.
- If you have never conducted transactions using the Indonesian Rupiah currency, then Rupiah will not appear as an equivalent currency because the rate below remains fixed.
4 Overdue invoices

All Purchasing invoices that have passed their payment due date.

If you have never conducted transactions using the Indonesian Rupiah currency, then Rupiah will not appear as an equivalent currency because the rate below remains fixed.
5 Paid in the last 30 days

All Purchase invoices that have been paid within the last 30 days. If you click the Paid in the last 30 days tab, a list of currencies will appear as follows.
5.png

The exchange rate shown in the column above has been finalized and cannot be changed.
6 Notification bar Pop-up notifications containing information and status about Purchases.
7 All status Contains filters to facilitate searching for payment status of Purchase invoices.
8 All currency Contains filters to help you search for information related to Purchase invoices with various currency options.
9 All account Contains filters to help you search for information about the Account used on Purchase invoices.
10 More filters Makes it easier for you to filter data in Purchases based on categories you have set in the following columns.
11 Export Functions to download your Bills data. Purchase data will be sent via your Email.
12 Search by number/vendor Search for Purchase invoice data based on transaction number or vendor name.
13 OCR Credit Quota for uploading Purchases in OCR form is still available through OCR Credit
14 Owned by me only Check to display Purchases data created only by you.
15 Invoice no. Transaction number on Purchasing.
16 Vendor Vendor name.
17 Date Creation date of Purchasing.
18 Due date Deadline of Purchasing.
19 Balance due

Balance that must be paid.

In this case, there are various types of currencies used when paying Purchase invoices.
18 Total Total Purchase invoice.
19 Status Transaction status on Purchase invoice.
20 Account List of accounts used for payment of Purchases.