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Re: Linking accounts
- Subject: Re: Linking accounts
- From: Luke <..hidden..>
- Date: Sun, 1 May 2011 03:57:22 -0400 (EDT)
On Sat, 30 Apr 2011, Tracy Reed wrote:
parts of my business with the accounting system. I have recently started using
LedgerSMB in my small business. I have a few basic beginner's questions. I have
When adding a customer how is one supposed to know what customer number
Seems like it should auto-fill the field and auto-increment based on existing
customer numbers. I accidentally just created two customers with the same
customer number. Glad I caught it or it could have caused serious confusion
It does not auto-fill *on screen*. However, it will take the next number
as programmed by the customer number format set on the defaults page.
So, as long as you have something in defaults set for customer number (I
think it automatically has "1" there, for standard installations, but you
could check), it will place that number in the customer's record, and
then increment the one in defaults, if you leave the number blank when
entering the customer.
I do not understand how to set up the linking of accounts. Currently the only
accounts available for an AR transaction are: Sales/General, Sales/Aftermarket
parts, and Consulting. I have added accounts that better correspond with the
types of services I sell but do not see how to get them to appear in the
Account dropdown when making an AR transaction.
Chris already answered that, but may I suggest that you should have
started with the service COA? It would have better default accounts for
you to base your new accounts on, and you will be able to see the
arrangement of checkboxes on accounts that are already more similar and
familiar to what your business does.