Objectives:
- Enable the Analytic Account
- Add Analytic Categories and Templates
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.
To activate analytical accounting, navigate to Billing → Advanced→ Settings → Setup and Configuration.
Within the Analytic Account tab, enable the feature and choose between a simple or multi with a percentage. And Save all the changes once done.
| Note |
|---|
| Multi with percentage allows the addition of multiple items with varying percentages for each analytic category. For the simple option, only one item of 100% can be chosen for each analytic category. |
Next, create analytic account categories and templates by going back to Billing Settings → Money→ Analytic Account.
From this page, you can add and manage Analytic Categories as needed.
Click "Add" to create a new category, name it, and add related items as necessary.
Now, create templates based on the categories by going back to Billing Settings → Money→ Analytic Account Template.
Here you can add and manage Analytic Account Templates as needed
Click "Add" to create a new template, specify if it applies to all entities or a specific one, name the template, select its type (Invoices, Bills, or Expenses), and assign percentages to each category's related items.
| Note |
|---|
| If the multi-type is chosen, distribute the 100% among the selected items without exceeding the total. |
| Note |
|---|
| In the case of Simple type, you can only choose one item under each category of 100% |
Additionally, you can set the template as default for automatic application or distribute items as needed later on.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
