Quick Reference: Distribution Methods for Invoice Expense Accounts
Selecting the correct distribution method for invoice expenses ensures item costs update accurately.
Invoice expenses appear at the bottom of each invoice.
Figure: Example of expenses in the invoice editor
Expense Distribution Methods
Do Not Distribute
Does not apply the expense to invoice items. The expense remains separate.
Use this option for costs such as tariffs.
Use this option for costs such as tariffs.
By Vendor Price: All Items
Distributes the expense based on vendor price. Higher-priced items receive a larger share of the expense.
By Quantity: All Items
Distributes the expense based on received quantity. Items with higher quantities receive a larger share.
By Vendor Price: Selected Categories
Distributes the expense by vendor price, but only for the selected Yellow Dog levels.
By Quantity: Selected Categories
Distributes the expense by quantity, but only for the selected Yellow Dog levels.
Related Articles
How To: Create an Invoice
The purchasing workflow is highly customizable, but invoices are universal and required for all clients. Invoices update an item’s calculated cost. If your team doesn’t use receipts, invoices also update on-hand quantities. Maintaining accurate ...Quick Reference: Converting purchasing documents
When a purchasing document reaches the next step in the workflow, you must convert it. Converting a document moves it forward in the purchasing process while preserving its details Figure: Sample of the Convert To button within a purchasing document ...FAQs: Invoice Staging & Southern Glazers
Question: Are there limitations when submitting Southern Glazers invoices to Retriever? Answer: Yes - this vendor includes uses multiple methods for listing quantity that include Cases, Bottles and Bottles per Case (BPC). In some instances the BPC ...Troubleshooting: Items unassigned invoice staging
Items in Invoice Staging appear as Unassigned. Figure: Example of unassigned items in a staged invoice One or more of the following conditions apply: Vendor size abbreviations aren’t assigned. Vendor size abbreviations in Yellow Dog don’t exactly ...Troubleshooting: Forwarded Staged Invoice emails not processing
Invoices forwarded to Retriever by an email rule are not always processed. Invoices forwarded by custom email rules can fail due to formatting or configuration issues, such as message content or email address errors. Yellow Dog Software does not ...
Popular Articles
How To: Find Your Yellow Dog Inventory Version
Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...Feature Overview: Par & Re-Order Points
Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...Tips & Tricks: How do I download and install drivers for my Zebra Printer?
**As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...How To: Swap the On-Hand/Parent Size (Edit Base Unit)
When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...FAQs: What are Bins?
Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. You don’t need to create bins in advance. You can assign them: In the Stores tab of the item editor Through a Balto import Bins ...