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

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This is suitable if you use different contra accounts for each specific payment, or you need several accounts to post the amount. Here, payment is defined on document level.

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

  1. Follow steps 1-4 in Enter an A/R payment with a pre-defined contra account.
  2. You access G/L postings entry for A/R documents where the system has credited the control account with the transaction amount. The following fields are relevant:
  3. 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 debit. 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
    If you did not enter any amount, you have to enter the quantity.
    Qt.c
    Enter a quantity and a quantity code if relevant for the transaction.
    Curr
    This field displays the transaction currency of the transaction.

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

  4. You access Account information with voucher type description, pseudo account and account titles as well as account combination rules for main account. Go back to the G/L postings entry panel. When the postings balance, click OK. Exit the routine.

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