billings
Setting categories for transport/billings documents
- Go to the details of a created document.
- Switch to the CATEGORY tab.
- Select proper categories and assign amount net.
- Click the save button.
Creating new categories
By default, there are 6 categories: road, sea, air, rail, intermodal, other. To create new categories:
- Click the settings icon next to your name in the upper left corner of the system.
- Select Payments from the menu.
- Switch to the CATEGORY tab.
- Click the +ADD NEW button.
- Fill in the form
(ensure that 'is active' checkbox is marked). - Click the SAVE button.
Categories can be used in exports to accounting systems and in reports generated from the system.
While exporting to accounting, the system takes information from 'account id' field (if empty - from the field 'short name'). We recommend filling in the 'account id' field.
After merging documents - categories and amounts are also merged.
After copying a document - categories and amounts are also copied.
After creating a collective invoice - categories are copied from the first related transport document.
The category amounts will be copied only if the collective invoice is in the same currency as the document.
