Add a Batch of Vendor Bills

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Here's how to add a new batch of Accounts Payable vendor bills.

 

From the Lynx Main Menu . . .

1. Left-click on Bookkeeping.

2. A drop down menu will appear

3. Left-click on Accounts Payable.

4. Left-click on Add a Batch of Vendor Bills.

5. This will display a new Enter Vendor Bills window.

6. The new batch number will be displayed in blue in the lower right part of the window.

7. Make sure all of the information on this window is correct:

• This is the date the batch transactions are entered into the system (in other words, today.) The system will automatically set this field to today's date and you probably will not change it (but you can).

text box.

• Left-click on the down arrow to select the employee who is entering the transactions into this batch. If the employee does not show up on the drop-down list, use the Add an Employee procedure to add them.

• This is the date that will be associated with each of the transactions in this batch. 

Note: This date MUST be a date within the Period selected unless you have this turned off in Invoicing Preferences. However, it is strongly suggested that you leave Date Error Checking turned ON.

• This is the General Ledger account to which Payments in this batch are credited. This is required even though you may not be using the General Ledger. 

It is VERY IMPORTANT that these dates and selections are accurate. Once you start entering transactions into this batch, you will not be able to go back and change them. Review the help on How the System Handles Bookkeeping Dates to be sure you understand how these dates work.

8. If you want to enter bills to this batch at this time, left-click on the tab. If you need help on how to do this, go to Enter Vendor Bills