Last Updated January 20, 2021

The accounting feature allows you to create accounting detail entries and do more advanced accounting tasks.

Create A New Accounting Detail

From the Orders screen, use the search to find the different Orders you’d like to add to the Accounting Detail.

  1. Select the Rows to create an Accounting Entry For.
  2. Click the inside of the Accounting button group in the action bar above the table.
  3. A notification popup will display once created successfully.

You can only add Orders to a new accounting entry if it hasn’t already been added.

The icon will be green if the Order has already been added to an Accounting Detail.

Accounting Overview

Access the Accounting section by clicking on the Accounting Sidebar Navigation Item:

Once in the Accounting Overview, you can view all existing Accounting Entries.