Without this workflow
The problem
Acquisition costs no longer sit in unrelated vouchers while the owner guesses the practical landed cost of each item.
Manage inventory
Freight to item cost—without spreadsheets
Attach related Payment or Journal vouchers to a saved Purchase, review the allocation, and apply the attributable amount to canonical inventory carrying cost.
Keep attributable acquisition cost, closing inventory and COGS on one reviewed carrying-value authority without rebuilding freight calculations in a spreadsheet.
ImplementedLink freight, transport and other related expenses to a saved Purchase, choose add to cost, reduce cost or related only, then allocate by value, quantity or exact manual amounts across all or selected goods items.
With Fastbooks
The controlled result
The source voucher keeps its ordinary financial posting while the reviewed allocation writes canonical inventory carrying-value and downstream COGS effects; GST, physical stock quantity and Purchase rates remain separate.
Demonstration sequence
Show the workflow from evidence to outcome.
A feature page should make the user action, product transformation, review decision and accounting consequence visible in order.
- 1Find and open a saved Purchase
- 2Attach a recent Payment or Journal voucher
- 3Choose add to cost, reduce cost or related only
- 4Choose value, quantity or manual allocation and Apply cost
End on the retained accounting or review outcome, not on a decorative success screen.
Evidence gate
What must be proven before broad advertising.
Implementation is not the same as commercial proof. These checks define what representative validation must support.
- Saved Purchase plus active Payment or Journal candidates
- All-item, single-item and multi-item allocation
- Cancelled and rejected expense exclusion
- Reviewed application changes carrying value only; GST, physical stock and the source voucher posting remain separate
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