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Account Settings

Account Settings

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Automatic posting of issued invoices requires the following settings:

Inventory accounts have to be defined for each item type separately. If the document type will be used to sell various item types, the accounts must be set up here in order to properly record the value of sold goods.

VAT accounts are defined according to the Sell-To parameter (in Subjects | Customer) and the tax type (in Items | General | Accounts).

Accounts settings:

Account

Enter receivable account fot posting receivables by using defined document type.

Posting Side

Choose posting side for receivable account posting.
Document Type for Posting We can define document type for posting issued invoices.
Chart of Accounts We can choose between  existing chart of account in Pantheon. Posting matrix will be shown regarding chosen chart of accounts.

Copy Accounts

Button enables transfer accounts from one document type to another.

Copy Statuses

Button enables transfer statuses from one document type to another.

 

000001.gif For automatic posting of internal document types it is enough to specify inventory accounts, because internal documents do not involve any payables to suppliers and VAT.

 

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