generate a non-job purchase invoice from the Accounts module

Introduction : 
The Non-Job Purchase Invoice feature in the Fresa Application allows users to record purchase
invoices directly from the Accounts module without linking them to a specific job. This is useful for recording general expenses and other purchase transactions that are not associated with any particular job.

Note : 
Ensure you have the required permissions to create a Purchase Invoice.
Verify the Party A/C and invoice details before saving the voucher.
Ensure the required expense and amount details are entered correctly.
Verify the voucher details before approving and posting the invoice.

Step 1: Log in to the Fresa Application and select the “Accounts” module.

generate a non-job purchase invoice from the Accounts module
Fig 1

Step 2: In the Accounts module, select the “All Vouchers” menu.

generate a non-job purchase invoice from the Accounts module
Fig 2

Step 3: Select “Purchase Invoice” as the voucher type, then click the “Create (Single)” button.

generate a non-job purchase invoice from the Accounts module
Fig 3

Step 4: Select the Book Type, Date, Party A/C, Ref No, and Ref Date, and then click the “Save” button.

non-job purchase invoice
Fig 4

Step 5: Once saved, under “Account Details,” click the “Add” button.

generate a non-job purchase invoice from the Accounts module
Fig 5

Step 6: Select the expense and enter the amount, then click “Save.

generate a non-job purchase invoice from the Accounts module
Fig 6

Step 7: Once saved, verify all details, then approve and post the voucher using the “Change Status” option.

generate a non-job purchase invoice from the Accounts module
Fig 7

Benefits of this Feature:

  • Allows users to create purchase invoices without linking them to a specific job.
  • Helps record general or non-job-related expenses directly through the Accounts module.
  • Provides flexibility in recording different types of purchase transactions.
  • Ensures purchase invoice details are properly maintained in the accounting records.
  • Helps streamline the purchase invoice creation and posting process.

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For further clarification, send your queries to support@fresatechnologies.com because our motto is to help customers.

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Fresa Technologies is a global provider of AI-enabled, cloud-based Freight Management ERP solutions designed exclusively for the freight forwarding, logistics, NVOCC, customs brokerage, transportation, and warehousing industries.

Our comprehensive end-to-end Freight Management ERP platform empowers logistics service providers to streamline operations, automate workflows, manage financial operations, strengthen customer relationships, and gain real-time visibility across the entire freight lifecycle. The platform integrates AI-driven automation, customer and vendor portals, mobile applications, business intelligence dashboards, and seamless third-party integrations to help organizations improve productivity, enhance decision-making, and accelerate digital transformation.

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