Correspondence of account objects in sales invoices with purchase invoices and accounting
Creating account objects individually
Importing account objects + configurations
Editing account objects
Deleting account objects
Exporting account objects to Excel
Example file
Account objects are used, for example, for project tracking or defining additional account centers. Three different levels of account objects can be established for sales invoices, such as account Center, Project, and Department. account objects are created either by creating each account object individually or by importing them from Excel as a csv file directly into the system (Admin).
Correspondence of account objects in sales invoices with purchase invoices and accounting
Sales invoices do not specifically mention the account center by name, but the terminology only refers to account objects. There are three levels of account objects, and they correspond to the account center and account objects in Purchase Invoices and Heeros Accounting as follows:
| account Object 1 | account Center |
| account Object 2 | account Object 1 |
| account Object 3 | account Object 2 |
Creating account objects individually
- Select Settings - Accounting objects
- Click the Create new Accounting object button
- Complete the account object details
- Save the information using the Save as new button.
Provide the account object with a Name and Number.
The type of the new account object can be entered in the Type field (e.g., sub-account center). An existing Type can be selected from the drop-down menu (e.g., account Center).
Importing account objects + configurations
- Select Settings - Accounting Objects
- Click the Register upkeep button at the top of the view
- Enter the information related to importing account objects
- Click the Send file button -> the selected csv file is retrieved into the Sales Invoices register.
After retrieval, you will receive a list of both created account objects and updated information.
Select the csv file
Click the Browse button and select the csv file to be imported from the storage directory.
Select the character set to be used during import. Choose the same character set that your file is formatted with - default is ISO-8859-1
If the account object already exists in the system section, choose whether to update the account objects already in Sales Invoices or to skip the existing account objects.
- Update selection updates the account objects already in the register and creates new account objects.
- Skip- selection does not update existing account objects but only creates new account objects.
Example file: account objects described in Excel.
Only in finnish. Numero=Number, Tyyppi = Type, Nimi=Name
Editing account objects
- Click Settings - Accounting Objects
- Open the editable account object by double-clicking on the corresponding row
- The selected account object opens in the lower part of the window, in edit mode
- Save the changes made using the Save changes button
Deleting account objects
- Click Settings - account Objects
- Select the account object to be deleted by clicking on the account object row -> the selected row turns blue
- Click the Delete selected button -> the selected account objects are deleted.
Exporting account objects to Excel
account objects can be downloaded to your workstation in csv format.
- Click the Register upkeep button at the top of the Accounting Objects view
- Select Load file from the bottom of the opened window
- Save the file to your desired destination folder OR
- You can also export the file to Excel, make changes, save it, and return it to Sales Invoices according to the instructions for Importing Accounting objects to Sales Invoices, updating the old data.