Can the account in an income voucher be limited to client accounts only?”
No, you currently can’t limit the Journal Account field in the receipt voucher to client accounts only. The field lists all accounts in the chart of accounts, and there’s no setting to choose which accounts appear in it.
Alternatives that can help
| Alternative | How it helps |
|---|---|
| Record the amount from the client instead of an income voucher | To record an amount you received from a client, use Add Payment from the invoice, or add a payment credit from the client page if it isn’t for an invoice. The amount is posted to the client’s account automatically, without choosing an account. |
| Make choosing the account mandatory | Turn on Select Income Account Mandatory in Income and Expenses Settings, so a receipt voucher can’t be saved without choosing an account. |
🛈
Warning: Choosing a client in the Client field in the income voucher’s additional options links the voucher to the client for search only, and doesn’t post the amount to their account. To post it to the client’s account in a receipt voucher, you must choose their account in Journal Account.