Procountor Purchases is well-suited to companies that want an efficient solution for processing electronic purchase invoices and handling accounts payables.
Functions in the software menu
The left side of the view contains the software menu for navigating to the different functions. The software menu shows the functions that the user has access righst to. If there is a small arrow in front of the option, a sub-menu opens when you click on the text. When you click on the text again, the sub-menu closes.
The upper side of the software menu contains a button panel. The Home button takes you back to the Homepage, the Question mark button opens the instruction manual. The Envelope button opens the Contact information view where you can send emails to Procountor customer service. The Green plus button lets you open the software in a new window and the Arrow button hides and shows the software menu.
The functions in the software menu are explained in detail below with links to respective pages in the instruction manual.
Buttons on the homepage
The Change company button allows the user to switch to another company within the limits of his/her user rights. The button opens the drop-down menu where you can select the desired Procountor environment and click the button Continue. The company in use is shown at the top of the home page and in the lower left corner of the Procountor window during the session.
The Information button takes you to the Noticeboard that contains notifications (e.g. descriptions of version updates) and general instruction files.
Widgets on the homepage
The Announcements widget shows company-specific announcements saved by the user and topical Procountor news to all users. Announcements of special importance are highlighted in red. You can enter company-specific announcements using the pen button.
In the Personal note widget, the user can enter personal notes, which are user- and company-specific. You can enter the text directly in the Personal note field and save it by clicking the floppy disk button.
The Cash and ledger tracking widget show the bank account balances and the due and overdue purchases.
New purchase invoice
With the software menu option New purchase invoice you can create a purchase invoice or purchase order (in Gold and Platinum packages only).
More information on creating a purchase order can be found here.
Search purchase invoices
In the Search purchase invoices section you can search purchase invoices using versatile search conditions.
Search for purchases waiting for payment
In the Search for purchases waiting for payment, you can search purchase invoices waiting for payment.
Bank statements and reference payments
In Bank statements and reference payments, you can view and process bank statements and reference payments received from the bank.
The target payments section shows the purchase invoices that have not been automatically set off by the bank statement.
In the Supplier register, you can add/remove suppliers and edit the supplier information.
Product register for purchases
In the Product register for purchases you can add/remove products and edit the product information.
The Purchase reports view contains the following reports:
The Payment reports view contains the following reports:
- Payment reports
- Bank statement report
Graphic or Voyant reports are explained at general level here.
In the Management section, you can define the company information and settings for external connections, manage the users in the environment and your personal info, among other things. The Management menu section contains the following sub-menus:
In the Help menu section, you can select the menu item Manual, which opens the software user manual in a new browser window. The menu item About the program opens a view showing e.g. information on systems in use, and the menu item Contact opens a view where you can send emails to Procountor customer service.
The Logout option logs you out of the system.