Dimensions
Chart of accounts
VAT codes
Things to note
If Modular Accounting is in use, the VAT code, chart of accounts, cost object registers, and dimension levels are now retrieved from shared settings. They are no longer visible in the New Sales Invoices application’s own settings.
This makes maintenance easier, as the registers used in Accounting and Sales Invoices are always the same.
If Modular Accounting is not in use, register maintenance will still move to the Settings section found in the top navigation.
Please note that access to the shared settings currently requires Accounting user rights and/or Own Office level permissions. A Sales Invoices main user alone does not have access to charts of accounts, VAT codes, or cost objects.
Not all accounting expense accounts and VAT codes are visible in Sales Invoices. Only those marked as Sales Invoices enabled are available.
Dimensions
Dimensions are managed via Settings → Dimension settings in the top navigation.
Up to 13 dimensions can now be enabled for sales invoices if needed.
You can read more about managing Dimensions from the guide:
https://helpcenter.heeros.com/hc/en-us/articles/23831106278290-Settings-Dimension-settings
Accounting objects are managed via Settings → Registers → Cost objects. Cost objects with the Sales Invoices option enabled are available in the New Sales Invoices views.
Chart of accounts
Expense accounts are managed via Settings → Registers → Chart of accounts.
Accounts marked as Sales Invoices are available in the New Sales Invoices views.
VAT codes
VAT codes are managed via Settings → Registers → VAT codes.
VAT codes marked as Sales Invoices are available in the New Sales Invoices views.
Please note that sales invoices also require tax treatment codes to be enabled. These do not affect accounting or sales invoice processing.
Things to note
There may be differences between how registers (such as account names) were named in Accounting compared to Sales Invoices. In addition, more monitoring objects may now be visible than before, if there were more in use in accounting side.
We recommend reviewing the settings and verifying that everything is configured as desired.