Sales
How to route the clients accounts?
- Click on “Finance” from the main dashboard.
- Click on “Accounting Settings”.
- Click on “Sales Accounts Routing”.
- Choose the routing type for the clients as below:
- Automatic Account Routing: It makes the system create an account for the client automatically in its specialized place “Charts of Accounts”.
- Specify: It makes the system to select the sub-account manually inside the client’s file. <Note: to direct any transactions to the sub-account instead of the random account for the client, please review the “Add Client” tutorial>
- Click on “Save Settings”.
Note: In the case of the automatic routing, you can select the account that has the clients’ accounts routed to automatically and you can change it.
How to route the sales accounts for sales?
- Click on “Finance” from the main dashboard.
- Click on “Accounting Settings”.
- Click on “Sales Accounts Routing”.
- Choose the routing type for the sales as below:
- Automatic Account Routing: It makes the system create an account for the client automatically in its specialized place “Charts of Accounts”.
- Specify: It makes the system to select the sub-account manually inside the client’s file. <Note: to direct any transactions to the sub-account instead of the random account for the client, please review the “Add Client” tutorial>
- Cancel Account Routing: The system won’t create invoices journals.
- Click on “Save Settings”.
Note: In the case of the automatic routing, you can select the account that has the client’s account routed to automatically and you can change it.
How to route the sales accounts for returns?
- Click on “Finance” from the main dashboard.
- Click on “Accounting Settings”.
- Click on “Sales Accounts Routing”.
- Choose the routing type for the returns as below:
- Automatic Account Routing: It makes the system create an account for the client automatically in its specialized place “Charts of Accounts”.
- Specify: It makes the system to select the sub-account manually inside the client’s file. <Note: to direct any transactions to the sub-account instead of the random account for the client, please review the “Add Client” tutorial>
- Cancel Account Routing: The system won’t create sales returns journals
- Click on “Save Settings”.
Note: In the case of the automatic routing, you can select the account that has the client’s account routed to automatically and you can change it.