If a sale was finalised by a specific company or a department within your organisation, you can record this on the invoice. This guide will show you how to set company/department values and add them to invoices.
How to create company/department value lists
Steps
- Go to Accounts > Value lists > Companies/Departments.
- Create a new value. For each company/department code, insert a unique number greater than 0.
- Click Save.
Create a new invoice from Accounts > Invoices > New Invoice. You’ll be able to select the values from Settings > Company/Departments/Sold By:
Please note: Company/department information is used for record-keeping purposes only and will not display on invoices generated.
Create Accounts Reports by Company/Department values
Once you add the Company/Department information on an invoice, you may use them as search criteria when creating an Accounts Report (Accounts > Accounts report and export):
Export Company/department information
Additionally, you can export Company and Department information to Excel from the Accounts records (Accounts > Accounts Record).
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