Hello!
On the invoices form, only one sales account can be mentioned for one invoice line. And the journal transaction will get created based on that sales account.
But we want to divide the sales amount and pass it for two sales accounts. For this we though of using the reclassification function but it needs to be automated based on the given parameters.
Has anyone done something like this? Or are there any other options than reclassifying?
Thank you!
Amanda
Best answer by Laura02
Hello
Consider using GL Allocations to reclassify all or part of a GL account balance. This option will work if all sales to a particular sales account, or a specific portion (predictably the same percent or amount) of sales in a particular sales account need to be moved to a different amount.
Another idea is to use Ve lixo Excel tool to calculate & book allocation entries. (Link)
Laura
+8what is the reasoning for the two sales account? Could you please elaborate on the use case?
+19Hello
Consider using GL Allocations to reclassify all or part of a GL account balance. This option will work if all sales to a particular sales account, or a specific portion (predictably the same percent or amount) of sales in a particular sales account need to be moved to a different amount.
Another idea is to use Ve lixo Excel tool to calculate & book allocation entries. (Link)
Laura
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
