en

Knowledge

  1. Home
  2. Knowledge
  3. Accounting and Bookkeeping plugin for RISE CRM

Create Item Mapping Setup in Accounting module

  • Last Created On Jul 17, 2023
  • 125
0 0
  • Step 1. Go to Settings menu under the Accounting module in the left sidebar -> Select the Mapping setup menu -> Select the General tab 
  • Step 2. Click on the Add button 


  • Step 3. In the Item mapping setup popup, fill in the following details: 

    1. Select the Item
    2. Select the Inventory asset account:   Select the Inventory asset account:  will map to this account when you create inventory receiving, inventory delivery, loss & adjustment from this product. 
    3. Select the Income account: will map to this account when you create invoice from this product
    4. Select the Expense account: will map to this account when you create purchase order  from this product. Expense account is equivalent to Deposit to of Purchase Order
  • Step 4. Click on the Submit button
Views: 125

Recent Articles

  • Labor Cost Calculation Guide
    55
  • Customizing Ticket Statuses in Customer...
    41
  • Convert to Invoice or Expense & Create I...
    71
  • Service Appointment in Field Service
    83
  • Work Orders in Field Service
    73

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3204
  • Warehouse
    2579
  • Item Settings
    2108
  • X (Twitter) Analytics
    1962
  • Plaid environment & Setup Your Bank Acco...
    1906