Record Purchases

To learn more about recording purchases in Business Central D365, see these resources:

Expense Payment Types

An important setup consideration for purchasing with Progressus is to configure Expense Payment Types.

Expense Payment Types are set up in the Expense Payments Types Card and determine how expense categories function within Business Central. For example, the Expense Payment Function determines the type of Expense Category for each Expense Type and classifies who pays the expense. Expense Payments Types are set up by navigating to the Role Center > Setup > Items & Expenses Setup > Expense Payment Types.

In Expense Payment Types, the Business Payment Function is user-definable and may include codes like:

  1. Resource Paid
  2. Advance
  3. Company Paid
  4. Payroll
  5. Repayment

The Expense Posting determines the posting method (where it should be posted) for the Payment Type. These may include:

  1. GL
  2. AP
  3. Employee Journal
  4. Purchase Journal

A combination of the Business Payment Function and Expense Posting of AP ensures that once the expense is entered with these values and approved and posted, a Purchase Invoice is also automatically created for the Vendor or Employee referenced in the Expense Sheet.

A combination of the Business Payment Function (such as Company Paid, or Resource Paid) and Expense Posting of GL, Advance, Employee Journal or Purchase Journal means that once the expense is entered with these values and approved and posted, a Purchase Invoice is not created and the expense is just posted to the various ledgers. The resulting posted entries can be viewed by navigating to the Role Center > Posted Documents > Expense Sheet Archive.