This is a general list.  Some may not apply to all businesses.  Equally, there may be some things that I have missed off, but may apply, particularly to specific industries.

  • log all the purchase ledger invoices (either on paper or into the accounts system) that have been received.
  • match  invoices to the Goods Received Note (GRN) and/or have invoices signed off for payment
  • code up the invoices/analyse them in a manual purchase day book
  • post them onto the accounts system (in a very small company this may be merged with the logging of invoices
  • payment run (paying suppliers according to agreed credit terms)
  • file paid invoices appropriately
  • supplier statement reconciliation

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