This process has you enter a Payment transaction in the Supplier's account as a Payment transaction and use the dissections to record the withdrawal to a bank account or other reconciled accounts.
Note that the Supplier's account can be accessed in either Activity view or Transaction view, however entry via the Activity View does not document the payment transaction as well.
To do this:
1.Click the 
button on the Toolbar, select Suppliers from the Purchases menu or press F6 on the keyboard.
2.From the Selection bar, select Supplier to reveal your list of accounts/sub-accounts. Choose the account/sub-account you wish to work with and click OK.
3.Phoenix defaults to the current month. To enter a transaction in the next month, click on the Change Month drop down arrow to the right of New and select the next month. Highlight your choice and select OK. See also Open New Month.
4.Click New to display the entry window.
5.Select the Type - Payment.
6.Enter the Reference.
7.Enter the date of the Payment.
8.If you have used a Purchase Order number, enter this in the P/O field.
9.Enter the Statement Comment. Phoenix automatically saves every statement comment you enter while the tick is shown next to Statement Comment. You can then select from past comments when entering a new transaction. As you begin typing a new comment, Phoenix automatically searches the past comments highlighting any that match those you have started to type.
You can click Statement Comment to remove the tick and prevent Phoenix from recording your comments. You can also control whether statement comments are recorded by selecting the Options item of the Tools menu. Note the “Save Statement Comments From Transaction Entry” shown on the Set Phoenix Options dialogue.
10.Enter the Payment amount. An inbuilt calculator can be used in this field - see Amount Field Calculator for more information.
11.Confirm the Apply Payment method: Automatically, Manually or Don't Apply. See also: Applying Payments to Invoices
12.Allocate the Payment to the category Supplier Payments, then the sub-category set up for linking to the appropriate bank or reconciled account. See Setup a Category for Customer Payments.
13.Enter the Enterprise (optional). Either type the number 1 or press the F2 key to display the enterprises.
14.If a link has been set up for this Category in Category Setup, a link automatically appears when you enter this field. Check all the data in the field is correct.
If you enter a reference in the link window, it will automatically be used in the transaction created in the reconciled account.
15.Enter a Comment.
16.If you want to record more information than will conveniently fit in the comments field, either click or just start typing in the Notes column and add additional text into the box that pops up. You have an extra 256 characters to allow you to tell a small story. Any text that you type here will be searched in any Comments search that you do, and all transaction reports will print these Notes if you tick Show Dissection Notes in the Options window in Reports.
17.Enter the Amount. An inbuilt calculator can be used in this field - see Amount Field Calculator for more information.
18.Press the Enter key.
19.Press Alt S, or click the Save button to save the Payment.
Limitations of entries made via the Activity View include:
•The comment in the linked entry created in the bank account will say "Payment", not the name of the Supplier who has paid.
•Entry via the Activity View does not use the automatic link to the correct Supplier account.
See also:
Enter a Payment via a Reconciled Account
Enter a Payment via the Pay Suppliers Utility
