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)


... to be automatically included in Client profiles (debitor account ID)


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