Get Receipt Lines

When a vendor sends an invoice covering multiple Warehouse Receipts from different Purchase Orders, GoldFinch allows you to consolidate these receipts into a single Purchase Invoice using the Get Receipt Lines function.

Steps to Create a Purchase Invoice with Multiple Warehouse Receipts

Create a New Purchase Invoice:

• Ensure that all Warehouse Receipts are posted before starting the new Purchase Invoice.

• Create a new Purchase Invoice from the App Launcher or relevant page in GoldFinch.

Get Receipt Lines:

• To add Warehouse Receipt lines that have been posted but not yet invoiced, click on the Get Receipt Lines button.

• This function will allow you to retrieve and combine receipt lines from multiple Warehouse Receipts onto a single Purchase Invoice.

• Use the Field to Filter drop-down list to narrow down the list of available Warehouse Receipts by criteria such as Vendor, Date, or Purchase Order number.

• This helps to locate the relevant receipt lines more efficiently.

Selecting Receipt Lines:

• Use the checkbox in the Select to Add field to choose the Warehouse Receipt lines you want to include in the Purchase Invoice.

• Once selected, click Add Lines to move the chosen lines into the Selected Whse Receipt Lines section.

• Modify Quantity and Cost (Optional):

  • After adding lines to the invoice, you can adjust the Qty. to Invoice and Unit Cost fields as needed to match the vendor's invoice.

• Removing Lines (Optional):

  • If you need to remove any lines from the Purchase Invoice, select the unwanted line by checking the Select to Remove field.

  • Click Remove Lines to move those lines back to the To Select Whse Receipt Lines section.

Finalizing the Invoice:

• Once you have reviewed and confirmed the lines to be included on the Purchase Invoice, click Save.

• The selected lines will now be added to the Purchase Invoice, ready for posting.

Benefits

• Consolidation:
  This process allows you to efficiently consolidate multiple Warehouse Receipts from different Purchase Orders into one Purchase Invoice, simplifying the invoicing process.

• Flexibility:
  You can easily filter, add, remove, and adjust receipt lines to ensure the invoice matches your vendor's details.

By using the Get Receipt Lines function, GoldFinch makes it easy to manage vendor invoices that span multiple receipts and purchase orders, streamlining your procurement and accounting workflows.

Article Get-Receipt-Lines  ·  Last updated September 29, 2025 · GoldFinch ERP Help Center