Financial integration settings
In the financial integration settings you can specify the calculation basis that determines to which turnover account the amounts are posted.
When journalising project invoices, Profit determines the ledger accounts using the integration groups and/or article groups of the work types, costs or articles in question. However, if you use integration accounts, when journalising project invoices, Profit determines the ledger accounts using the integration accounts instead of the ledger accounts of the integration group.
Financial integration settings:
- Go to: Projects / Management / Settings / Integration financial.
- Go to the Projects tab.
- Select the calculation basis for the turnover entry in Turnover entry calculation basis.
If you select Employee, Project or Work type here, then you must set up a separate ledger account to which the turnover is to be journalised for each employee, for each project or for each work type. If you select Project group or Integration/Item group here, then you specify the settings per group and the setting applies to all projects and/or work types in that group. You can also select one of the custom dimensions here.
- Click on: OK.