Adding Banking Integration Information to Purchase Transactions for Brazil

To add banking integration information to purchase transactions for Brazil:

1. Go to the purchase transaction.

   • If you're creating the transactions:

     • For expense reports, go to Transactions > Employees > Enter Expense Reports.

     • For vendor bills, go to Transactions > Purchases > Enter Bills.

     • For vendor prepayments, go to Transactions > Payables > Enter Vendor Prepayment.

   • If you're editing existing transactions:

     • Go to the transaction.

       • For expense reports, go to Transactions > Employees > Enter Expense Reports > List.

       • For vendor bills, go to Transactions > Purchases > Enter Bills > List.

       • For vendor prepayments, go to Transactions > Payables > Enter Vendor Prepayment > List.

     • Next to the transaction you want, click Edit.

2. Add the terms of payment.

   1. Click the Billing subtab.

   2. In the Terms field, select the terms of payment that apply to the transaction.

3. If you select a term with installments, do the following:

   1. Click the Billing subtab.

   2. Click the Installments subtab.

   3. For each installment, do the following:

      1. In the Payment Method column, select Boleto com Integração Bancária.

      2. In the Bar Code for Banking Integration field, enter the string of characters that represents the bar code.

      3. Click OK.

4. If you select a term without installments, do the following:

   1. Click the Banking Integration for Brazil subtab.

   2. In the Payment Method for One-time Payment field, select Boleto com Integração Bancária.

   3. In the Bar Code for One-time Payment field, enter the string of characters that represents the bar code.

5. Click Save.

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