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Setting Up Accounting Accounts for Customers, Products, and Taxes
Setting Up Accounting Accounts for Customers, Products, and Taxes
Thao Nguyen avatar
Written by Thao Nguyen
Updated over a week ago

When exporting invoices from Organilog to your third-party accounting software, it's important to include accounting account information for customers, products, and various taxes.

Here's how you can easily complete these details:

For Customer Accounting Accounts:

  1. Navigate to the Clients Follow-up module > Open a client record

  2. Click on "Display Options."

  3. Select Accounting account > Save changes

For Product or Service Accounting Accounts:

  1. Go to the Products or Services module > Open a product/ service record

  2. Click on "Display Options."

  3. Select Accounting account > Save changes

For VAT Accounting Accounts:

  1. Go to Settings.

  2. Click on Chart of Accounts

  3. Select "Taxes."

If you prefer a more automated approach and haven't created accounting accounts before, you can configure them this way:

  1. Go to Settings

  2. Choose the Chart of Accounts section.

  3. Navigate to the "Settings" section and configure automatic generation by selecting an accounting account number prefix.

In conclusion, we also offer the option of providing a license for your accountant to access the software independently. Please reach out to your sales advisor for more information on this opportunity. We're here to make your invoicing and invoicing processes seamless!

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