Accounts

To change Purchases linked accounts

Note: A change of a linked account is recorded by Audit Trail Tracking

Use the Purchase Ledger Linked Accounts window to change your Purchases linked accounts.

1. From the Setup menu, choose Linked Accounts; from the submenu that appears, choose Purchase Ledger Accounts.



2. The Purchase Ledger Linked Accounts window appears. Review the accounts that were selected for you (or that you previously selected), and make any changes that are needed.

An entry is required for the Liability Account for Tracking Creditors and the Bank Account for Paying Suppliers; if you wish to unlink an account, you must enter another account to replace it.

If you never receive items without a supplier bill, pay carriage, make deposits, take discounts or pay late charges, you can unmark these options. You may be required to enter a linked account in the future if you record a transaction that contains these amounts, however. Even if you don't plan to use these linked accounts, you may find it most convenient to leave the default selections that were provided for you.

If you're not sure which account to use, click the search arrow. A selection window listing all your accounts will appear, and you can select the right account.

3. Click OK.

Related topics

• Using linked accounts
• Purchases linked accounts
• To link an account (foreign currency)