Overview
Before creating bills, map non-item costs, such as discounts and charges, to general ledger (GL) accounts. This ensures bills are posted to the correct GL accounts and exported to your accounting software without errors.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
The Purchasing Module is required to use this feature.
Permission is required to use this feature. Please contact the account administrator on your team.
Things to know
To map sales tax and shipping on bills to GL accounts, see Map sales tax and shipping on bills to GL accounts.
To manage inventory settings, see Set up inventory configurations.
If you use the Purchasing Module, Purchasing appears in the main navigation bar and in the side panel.
If you use the Inventory Module, Inventory appears in the main navigation bar and in the side panel.
Map non-item costs on bills to GL accounts
Go to the navigation bar and click Settings
.In the side panel, click Accounting > Accounts Payable Configuration.
Click Set up GL Account Mapping.
On the Map General Ledger Accounts pop-up that opens, click the General Ledger Account dropdown for each Bill Section and select a GL account.
When you’re done, click Save and Confirm.