Assigning financial accounts

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You may enter four financial accounts for each financial item:

debit and credit accounts for creation date
debit and credit accounts for payment date.

This information can be evaluated after exporting it to third-party accounting software.

 

Automatic account assignment

Default accounts can be defined in

User Settings (profit and loss account IDs)
Client profiles (debitor account ID)
Translator profiles (creditor account ID)

 

Default accounts will automatically be transferred to each financial record TOM creates in the Finances section.