Enter an A/R invoice with manual G/L postings

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This is suitable if you use different contra accounts for each specific invoice, or you need several accounts to post the amount.

Prerequisites
Use a document type without any pre-defined contra accounting rules and G/L postings panel set to YES and VAT/default accounts set to NO.

  1. Select the Enter financial transactions menu item.
  2. On Financial system transaction entry, complete the applicable fields and click OK. For further instructions and field descriptions, see Open a new batch.
  3. You remain on the same panel, which is now updated, showing only the routines that are valid for the selected voucher type. Select the A/R invoices routine and click OK.
  4. You access G/L postings entry for A/R documents where the system has debited the control account with the transaction amount. The following fields are relevant:
  5. Per
    This is the default accounting period, retrieved from the initial journal header panel. You can change period to another open one, but the postings must balance within each period.
    Account combination
    Enter the account combination for the contra account, or enter a pseudo account.
    Amount
    The system proposes the entire remaining amount to credit. Change the amount if you post the contra accounting to several accounts.
    Text
    The system proposes the internal name of the debtor in combination with the document type and number as text, but you may write another text.
    Quantity
    Qt.c
    Enter a quantity and a quantity code if relevant for the transaction.
    Curr
    This field is not open for input. It is the transaction currency of the transaction.

    To get details for the account combination or pseudo account you have entered, select Account from the Function list. Tip: Click Easy entry to access G/L easy entry transactions where you can continue to enter new transactions or maintain existing.

  6. You access Account information with voucher type description, pseudo account and account titles as well as account combination rules for main account. Click Back. When the postings balance, click OK. Exit the routine.

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