Glance Card
Getting Started with Rundoo · Purchase Orders
Square Up the Invoice
Add freight, fees, and discounts so a received order's total matches the vendor's bill before you voucher.
Which tool for the job
1
Line cost is off
Vendor billed a different price on one item.
COST column → edit
2
Freight or surcharge
A charge on the whole invoice, not one line.
Order details → Add fee or discount
3
Vendor discount
Money off the whole invoice.
Add fee or discount, negative amount
Add a whole-invoice charge in 4 steps
- Open the received order, find Order details at the bottom right.
- Click Add fee or discount.
- Pick the GL account, name it, enter the Amount.
- Click Add fee. The order total updates.
Fee or discount?
Fee = positive
Discount = negative
Freight usually posts to Cost of Goods Sold.
The one gotcha: a fee posts as a single line to your books. Rundoo does not spread freight across each item. If you need freight inside a specific item's unit cost, work out the share yourself and edit that line's COST.
Two different effects: editing a line's COST moves that item's cost history. Add fee or discount only moves the order total. Pick the one that matches what you're adjusting.
Match it to the penny, then send it to your books. · rundocs.com