Convert Items and Expenses

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Audience: Accounting Manager 

Summary: Costs such as tax and freight are often not accounted for when creating a purchase order but still appear on the invoice. This article reviews how to convert these captured items into expenses when utilizing the PO Match feature. Expenses can also be converted to items in the same way. 

Figure 1: The Invoice

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Because shipping and tax are on the invoice, they are captured as items during the invoice capture process. Because they are not on the PO, there is nowhere to link to on the purchase order.

To convert these items to expenses, navigate to the line item, and click on the arrow button. This can only be done before the invoice is saved for the first time. Once the invoice is saved, the arrow button will disappear and the conversion will have to be done manually by entering it into the expenses tab. 

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