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Purchase Codes

You can view existing Purchase Codes by going to Settings > Chart of Accounts or Purchases > Purchase Codes.

Purchase codes can be thought of as categories of expenditure. A Purchase Code will appear on reports, such as the Trial Balance and Profit & Loss reports. Purchase codes can contain sub / product Codes, and these can also be linked to Sales Codes and used in Stock Control. An example would be;

  • Purchase Code = “White Shirts”
  •  + Product = “Size Small”
  •  + Product = “Size Medium”
  •  + Product = “Size Large”

Purchase codes can help you organise your reports, effectively track how much money your spending on a specific type of expenditure, and can be used in stock management and control.

Adding Purchase Codes

To add a new Purchase Code, on the Purchase Code page (Purchases > Purchase Codes) enter in the name of the Purchase Code in the text box labelled “Enter Purchase code name”.

The number in the text box immediately to the left is the nominal code for this new sales code. Your accountant may want you to stick to a specific nominal numbering scheme, if your unsure on this please contact your accountant.

When ready, click the Add button.

Deleting an Purchase Code

You can delete a Purchase Code in two ways; by going to Settings > Purchase Codes then either;

  • Delete individually – Clicking on the Purchase Codes and then clicking the Delete button
  • Delete more than one at once – ticking the boxes down the right of the Purchase Codes list, selecting Delete Purchase Codes in the select an action box, click Go.

Please note, if you delete a Purchase Code that has transactions assigned against it all transactions will be re-assigned to the default nominal code. Purchase Code deletions cannot be undone.

Default Purchase Code

Your default Purchase Code is the Purchase Code that appears when you first add a line item to the receipt for ALL suppliers.

Change this by going to Settings > Purchase Codes > Select the new default Purchase code using the drop down at the bottom of the page > Click Update.

You can change this on a per supplier basis. The per customer default Purchase Code will take precedence.

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