billings
Setting default bank account for billings
Settings for incomes
- Click the settings icon next to your name in the upper left corner of the system.
- Select Company data from the menu.
- Switch to the BANK ACCOUNTS tab.
- Click the pencil icon to edit given account.
- In a field settings choose proper option.
- Click the save button.
Default settings for clients
- In details of given client switch to the tab BILLINGS.
- In a field income bank account choose bank accounts
(this accounts will be assigned always despite settings from bank accounts in system's contractor). - Click the save button.
Settings for expenses
- Go to details of some organization in a tab contacts.
- Switch to the BANK ACCOUNTS tab.
- Click the pencil icon to edit given account.
- In a field settings choose proper option.
- Click the save button.
When choosing a bank account assignment in the settings, you can use 3 options:
- assign always - the account will always be assigned to all documents, regardless of the currency
- assign according currency - the account will only appear if you pay in the assigned currency
- exclude from suggestions - the account will not appear in documents
