Tekmetric allows you to create General Ledger Accounts so you can send your purchase orders to certain accounts in your accounting system. This article will briefly go over:
Create General Ledger Accounts
- Click Shop Settings on the left menu bar.
- Click the tab "INTEGRATIONS"
- Click Manage on The Back Office Integration card
- Add your General Ledger Accounts
- NOTE: Avoid any special characters in your GL Account Names
- Click "SAVE"
Setup Vendors with Certain General Ledger Accounts
- Click on Vendors on the left navigation menu
- Click into a vendor's profile
- Click the edit pencil icon on the top right of the "vendor info" box
- Assign a GL Account to the vendor
- Click "SAVE"
Applying GL Accounts to Purchase Orders
When creating a purchase order, you will see the GL Account right under the vendor's name you select.
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