Creditors (Purchase Ledger)
Supplies, Remittances, Allocations, Invoice Register, CIS
118 articles
- Create Purchase Analysis Codes
- Home currency value not showing for foreign currency suppliers
- Set up reverse charge VAT
- CIS match/verify returns an unmatched status against subcontractor
- VAT code for zero rated purchases within the EU
- Action the Remittance BACS process and create a BACS Export file up to a week in advance of the payment date, but email the remittance advice to the supplier on a designated date
- Create a Supplier Record
- Deleting rejected invoice register invoices from the Amend Entries section
- Paying suppliers by BACS
- Error - 'Unable to format sort code for field supplier bank sort code' when trying to run BACS Export.
- Unable to change a Purchase analysis type to Bank analysis
- Report invoices outstanding and those matched to payments for a supplier
- Use the invoice tolerance setting
- Process Remittance BACS through the system
- Error - 'Unable to create purchase invoices. The Invoice number has already been used'
- CIS Reverse Charge VAT - How to set up a new VAT type
- VAT Due on Imports including postponement of VAT - Illustration
- Find a deleted invoice
- Error - 'You cannot change to a delivery address without a VAT Registration Number once details have been entered.'
- Using corrections for transactions, supplier codes or customer accounts
- Activate or deactivate a supplier in Dimensions
- Change Country Code For Existing Supplier
- Print a list of Suppliers with their Bank Details
- Unable to delete an invoice from Purchase Ledger Post Batch screen
- Error - 'This record is currently being used and cannot be flagged as Inactive' when trying to make a supplier inactive Description
- Change the default analysis codes for supplier or customer records
- Merge supplier records
- Generate a list of all supplier invoices that have been set to query status
- User unable to send remittance BACS emails
- Remove a duplicate purchase ledger transaction
- Amend an incorrectly dated Purchase Ledger allocation
- Remittance email not being received by suppliers nor showing in sent items
- Transaction Appearing In Suggested Payments But Not Bacs Remittances
- Default VAT code for sales and purchase transactions
- Suggested Payments report is not showing all of the expected transactions.
- Error - 'This transaction will not be included on the Supplementary Declaration' when raising a purchase ledger transaction
- Change the VAT status on a supplier record
- CIS Supplier verification
- Using the Download User Bank Details from Access Evo feature
- Unable to edit supplier VAT type
- Supplier invoice list with payment details
- Report to show purchase invoice approval with user ID by date
- Set up a new payment type to cater supplier invoices paid by credit card
- Supplier balance does not match outstanding transactions
- Order not shown in matching screen for Invoice Register (PIR) entries (FocalPoint)
- Our aged creditors report doesn't match our control account for a specific period
- Change the default bank account used in the purchase ledger
- Unallocate a Purchase Transaction
- Approved Invoice Register invoices not appearing in Purchase Ledger batch
- Unmatch an Invoice Register entry
- Export the Aged Creditors report into Excel
- Reversing BACS payments
- Unallocate a transaction
- Run a purchase ledger all transactions report
- Allocated transactions are showing on the Aged Creditors report
- Remittances by cheque and BACS
- Raise a Credit Note in the Purchase Ledger
- Set up discounts within the Purchase Ledger
- Suggested Payments and Approval
- Error - 'Unable to format sort code for field Company Bank Sort Code' when completing a BACS export
- Remittances BACS payment transaction period
- Change the Default Bank Account for Remittances
- View invoices awaiting approval in the invoice register
- Error - The selected transactions can only be allocated to 'x' year period 'n' onwards!, when trying to do cash allocation
- CIS subcontractor payment option missing from Remittances BACS screen
- Changing the BACS export format to be .TXT
- BACS export file format required
- How to change the Default BACS export format on Remittance BACS and BACS Export screen
- BACS export file is blank
- BACS export file details
- PrvtId XML element is missing from SEPA format BACS Export file
- Remittance BACS freezing or slow (Access Hosted Clients)
- Processing Remittance BACS freezes system
- The BACS Export file is in the wrong format for a specific BACS payment type.
- Change the file path for BACS export
- Set up invoice register approvers
- Add a user to the list of Approvers in Dimension
- Error - 'The Transaction will be set to Cancelled. Error in ProcessMessage' when submitting a PIR for approval in FocalPoint
- Add a user to an Approver Group
- Error - 'Invoice x has had detail entered and cannot be deleted'
- Expected negative values are not appearing on our CIS 300 report
- Invoices in one sub-ledger posted to control account of a different sub ledger
- Purchase Ledger transactions posting to the wrong Sub Ledger
- Why does an order or credit note have a D or a P next to it in the Process Batch screen?
- The 100% button from the Post Batch Recurring window
- Error - 'The Invoice Register invoice, with Audit Number , has only been partially matched and therefore cannot be posted.
- Reprint Remittance Advice (2.51g onwards)
- Error - 'Cannot change Invoice Register approval details.' when editing Invoice Register Options
- Message on allocation 'The currency values of the allocation must balance to zero, as all the chosen transactions are the same currency'
- Set up a CIS Partnership
- Error 'You cannot allocate more that the outstanding amount' when procesing suggested payments
- Settlement discounts
- Suggested payments transaction filter options
- Error - 'No purchase analysis exists for the specified combination of Categories...' when selecting analysis code for Chart of Accounts set up
- You cannot continue with the Year End as there are rollback transactions in the current batch (Purchase Ledger)
- Can Dimensions stop me posting duplicate purchase invoice numbers?
- Cannot find a BACS export format compatible with my bank
- Custom BACS Export file rejected by bank
- Transaction posted in period 13 in error (sales and purchase ledger)
- Error 'The Purchase Ledger Period End cannot take place while the Sales or Nominal Ledger Period End is being run!'
- Invoices sent to the wrong approver
- Reverse a purchase ledger invoice
- Adjusting a previous tax month for a Subcontractor
- Cannot see invoice in suggested payments or remittances for CIS sub-contractor (CIS module)
- Supplier Balances do not agree to the total of the Purchase Control Balances
- Not getting ADM prompt to print barcode when creating Purchase Invoice and reprint barcode option is missing
- Can't post a payment or receipt to a bank account because the analysis code is not available for selection
- CIS fields are greyed out when business type is set to 'partnership'
- Error - 'Please wait, skipping report as default destination is disabled' when sending out remittances
- Where to change Terms
- Cannot post Remittance BACS to the correct period
- Remittances are sending to the wrong email address
- User is not seeing approver selection screen on Invoice Register (PIR) submission
- Invoice not appearing in BACS Remittance Screen after approval
- Troubleshooting invoice posting and batch processing errors in DimensionsFix common invoice posting failures in Dimensions, including batch aborts, missing detail lines, invoice total mismatches, and deadlock errors.
- Troubleshooting transaction corrections and reversals in DimensionsHow to correct, reverse, or adjust invoices and journal entries already posted to the ledger in Dimensions, including when to use credit notes vs. the Corrections module.
- Troubleshooting invoice approval and authorisation issues in DimensionsResolve common invoice approval blockers in Dimensions, including missing authorisations, workflow status restrictions, and approval stage progression issues.
- ISO 20022 Migration: What's Changing for Your BACS and Direct Debit Payment Formats and What You Need to DoEverything you need to know about the ISO 20022 payment standard change — what it is, whether it affects you, and what steps to take before the November 2026 deadline.