An important part of the purchasing feature in SprintSuite is setting up purchase types, this allows you more visibility on budgets, spending habits, and overall, job expense clarity. As part of your onboarding process, we would have set up your GL codes/Purchase Types with you, however if you ever need to see out this process this is how it is completed below.
Non-Xero customers
Go to Settings then click on Billable Companies.
Click on the Purchase Types (Account Codes) tab.
Click on Add New to enter the purchase types individually with Name, Description, GL code and press Save.
Or Import CSV option.
Export your CSV list of Purchase types from your accounting software
Edit the CSV to ensure only Purchase Type, Description, GL Code heading is present.
Click Import CSV button, click Upload File, attach your edited CSV export
For Xero customers
Go to Settings then click on Billable Companies.
Click on the Purchase Types tab.
Press Sync with Xero button.
Choose an option (described below) in the Import Entries modal and press Submit.
IMPORTANT: If this is the very first time you are setting up your purchase types in your portal click the check box next to the "Override all purchase types with Xero Gl Codes".
If your purchase types have been synced from Xero to your portal previously and you only need to complete an update, click the check box next to the "Only sync Purchase Types with Xero GL Codes"
Your Xero GL codes list will now be updated in your purchase types tab and will appear for you to select when purchasing.