Hi,
We run a client account and some invoices should go against client account (i.e. Balance Sheet) versus a type of expense (i.e Profit & Loss). At the moment I can only select a type of expense for any purchase.
How can I achieve that?
Thanks
Hi,
We run a client account and some invoices should go against client account (i.e. Balance Sheet) versus a type of expense (i.e Profit & Loss). At the moment I can only select a type of expense for any purchase.
How can I achieve that?
Thanks
You can post purchases to certain BS codes, they are suffixed with [asset].
Any new code you add in the range 0-2999 on the chart of accounts should be accessible from the purchase invoice screen.
Let me know if there’s any specific code you can’t get access to?
Thanks Glenn.
I created an account 2103 for example where I need to put some of the invoices issued and received as well.
I could not see how I could do it.
Many thanks.
Ah ok, yes on the sales side it isn’t possible to post to BS codes directly only codes within the 4000-4999 range. There is an open feature request here where I would recommend you add your vote.
In the mean time it would require a journal to move the balance.
How can I vote for the feature? I am not familiar to this yet…
Also - can’t see my 2103 account to allocate the purchase to it directly. If I check the chart of accounts the account is there, however it doesn’t appear on tagging invoices. Any reason why it wouldn’t?
You just basically add a comment, or like the original post. We track all feature requests based on these activities.
I’ve just updated 2103 to also work as a purchase code, please retry now.