Accounting For Your Deals
Accounting is accessible from the left main menu under “Deals/Accounting.”
When a deal is created, two entries are recorded in the “Deals/Accounting” section: BCP and BSP.
To filter all accounting entries related to a deal, use the available search options. In the example below, I used a simple search by the code of the deal, 752:
BCP – the amount to be paid by the customer
BSP – the amount to pay to the product supplier
If customer or supplier invoices are issued, the codes of the invoices will be displayed in Accounting.
When receiving a payment from the customer under “Operations/Customer Payments,” Accounting is updated. I have received a payment of 1000 EUR, which is a partial payment. The entry is visible in Accounting with a CP type:
When registering a payment to the supplier under “Operations/Supplier Payments,” Accounting is updated. I have registered a payment of 500 EUR, which is a partial payment. The entry is visible in Accounting with a SP type:
All Accounting entries can be manually edited using the Edit option.
A new Accounting entry can be manually added using the “+New” option available.