Is there a way to see history of journal transactions against an invoice?
Currently, if I have to create a journal for any reason, I put a note on the invoice to flag to myself that there is a journal transaction related to it. It would be great to be able to go into an invoice and see journal transactions directly related to it.
+18
Hello,
When an invoice (or any document from a subsidiary ledger) posts to general ledger, the related GL entry is available on the Financial tab of the document.
Corrections/Adjustments to the invoice document should be made in the AR module where possible, such as to Reverse/ the document, and to Pay the document, and to add a Credit against the document , so that additional entries are automatically connected to the original invoice document.
When we add “related” adjustments for the invoice via GL, such as to Reclassify the income to a different account, there is no link.
In the AP module we do have Expense reclassification features and a related report: Reclassified Bills…. but AR does not have a similar reclassify invoice feature.
Your Idea to show GL reclassifications on the AR document has been suggested. Please vote here:
Laura
+4
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