Correlation of accounting objects with Purchase Invoices and Accounting
Creating accounting objects one by one
Editing an accounting object
Deactivating an accounting object
Exporting accounting objects to Excel
Accounting objects are used for example to track projects or to define additional cost centers. In the New Sales Invoices program, three different accounting object types can currently be set up, for example Cost Centre, Project and Department. The accounting object types are defined in the general settings (Settings - General settings - Invoice tab). Accounting object types must be set up in the same way as in Purchase Invoices and Accounting. Accounting objects are created by creating each invoice item individually.
Correlation of accounting objects with Purchase Invoices and Accounting
In the new Sales Invoices software, there is no specific mention of cost centres, but the terminology refers only to accounting objects. Three types of accounting objects can currently be created and correspond to the cost centre and accounting objects in Purchase Invoices and Heeros Accounting as shown in the table below. The accounting object types are defined in the general settings (Settings - General settings - Invoice tab).
New Sales Invoices |
Purchase Invoices, Accounting |
Accounting objects 1 | Cost unit / Cost centre |
Accounting objects 2 | Object1 / Calculation object 1 |
Accounting objects 3 | Object2 / Calculation object 2 |
Creating accounting objects one by one
- Select Registers - Accounting objects
- Click on the New accounting object (+) button
- Fill in the details of the accounting object
- Finally, click the Save button to save the data.
Type - Select the type from the drop-down menu. The types of accounting objects are defined in the general settings (Settings - General settings - Invoice tab).
Number and name - Enter a number and a name for the accounting object.
Editing an accounting object
- Click Registers - Accounting objects
- Double-click on the relevant line of the accounting object to open it as editable.
- The selected accounting object opens in the edit mode. Fields in grey are not editable.
- Save the changes made by clicking on the Save button
Deactivating an accounting object
An accounting object can be deactivated by selecting the desired accounting object and pressing the Deactivate button.
If the user wants to see or use the accounting object again, this can be done by selecting the filter and selecting the deactivated accounting object, then selecting the deactivated accounting object and reactivating it using the Activate button.
Exporting accounting objects to Excel
Accounting objects can be downloaded to your workstation in csv or xlsx format.
- If necessary, use the column filters to limit the accounting objects you want to see. Please note that all columns in the view will appear in the file, so please make the necessary selections in the column selections.
- Right-click to open a drop-down menu, from which you can select Export - CSV Export or Excel Export.
- The file will be transferred to the Downloads folder of your browser and computer, where you can open it.