Let's Reconnect, thank you for making 2022 our best year yet.

Look Back
AutoAccounting using standard lines — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

AutoAccounting using standard lines

Received Response
15
Views
5
Comments
edited Jul 22, 2021 8:19AM in Receivables & Collections 5 comments

Content

Hi All,

Please could you advise? I am getting an error during AutoInvoice: You must update the AutoAccounting setup for the revenue account assignment

I have set up Auto Accounting for

Revenue, Receivables, AutoInvoice Clearing, Unearned Revenue, Freight, Unbilled Receivable, Tax.

However, for the Revenue Segment: Value Source= Standard Lines.

I then created a standard Memo with a reference account of a revenue account = 1000

Transaction Types: Invoice

For the transaction types; Invoice reference accounts has been added for the revenue account= 1100

Now when I am importing invoices transactions via AutoInvoice I indicated the transaction type as Invoice.

Therefore when transactions are imported via AutoInvoice it should use the reference account for the transaction type = 1100. I then received the error to update the revenue account assignment

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!