Objectives:
- Enable the Analytic Account
- Apply Analytic Accounting in Billing Transactions
- Analytic Account Reports
Steps:
Lexzur's billing module now supports analytical accounting, specifically introducing the cost center feature. This update enables the management of multiple cost centers within the billing forms, empowering users to allocate a percentage to each specific cost center. Additionally, reports have been modified to illustrate the distribution of expenses across various cost centers.
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| To utilize the cost center feature in the billing module, first, enable it and configure analytic account settings, create categories, and establish templates. Learn more here. |
Once these steps are completed, seamlessly apply them in billing transactions.
For invoices:
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When creating a new invoice, an analytic account icon will appear at each item line.
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Bulk addition of analytic accounts is also possible. Use "Apply" to set the data for all invoice lines or "Apply for Empty" for lines with no analytic account set.
For Expenses:
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when adding a new expense, a new page for analytic account details will be introduced.
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Alternatively, select the desired template, manage item distribution, and ensure the total percentage for each category does not exceed 100%.
For Bills:
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When creating a new bill, an analytic account icon will appear at each bill details line.
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