Sage Construction Management Ideas Portal
We have clients with multiple GL accounts and what to post to those separate accounts either on a project basis or a contract line item basis. Can we create a field in the Posting Wizard that allows for choice on what GL to post the contract to like we do entities? Or on the contract line items have a column for GL Revenue Account to post to?
We are facing a similar challenge at my company. In Intacct we have various income GL accounts, so the current "default GL account" for our AR invoices is not ideal. To get each line item from the AR invoices into the specific GL accounts we want, we are manually creating a journal entry to move the line items out of the defauly GL account, and into the appropriate income GL account we want it in. Note - each AR invoice line item needs the flexibility to select the GL account to post to. Simply, moving the whole invoice to different accounts wouldn't be granular enough, and would still require us to do manual journal entries
You can already do this at the project level by syncing AR transactions by classification
Hi Renee,
Does your customer need this on the Contract Line or do they just need the option to select a GL Account in the project posting options so they can have a different one per project?