Post to GL Accounts Directly on Purchase Invoices or Sales Invoices

Overview

In GoldFinch, it is possible to post to a GL Account directly without creating a service item first.

Steps

On Company Setup, check Enable GL Account on Invoice.

The GL Account column will appear on the Purchase Invoice Edit page and Sales Invoice Edit page.

Please note:

1. You can only select either Item or GL Account on the invoice line.

2. If you want to post to GL Accounts, don’t select the following control GL Accounts defined on the Company Setup. You will not be allowed to post.

   1. Account AR

   2. Account AP

   3. Account Finished Good Inventory

   4. Account Subassembly Inventory

   5. Account Raw Material Inventory