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Income codes are set up in your accounting package and once you integrate with Ascora, such income codes will be available for selection.
Value for the Invoice's Reference field | This is the reference field shown in your accounting package and you can choose to display Job Number, Purchase Order Number, Site Address, or Client Work Order Number. |
| Account Number To Receive Payments | This is your business bank account. |
| Account for Credit Card Payments | You can set up a clearing account to select for credit card payments. |
| Default Payment Method from Accounts | This will record depending on payment method selected and you can create Payment Methods in Administration → Payments & Tax |
| Default Supplier Invoice Account | This is your purchases income code. |
| Default Supplier Expense Account | Select the default account to record Expenses. You can override this default when recording Expenses against a Job |
| Default Rounding Account | |
| Default Labour Income Account | This is a sales income code unless you set up a unique income code for each job type. |
| Default Materials Income Account | This is a sales income code unless you set up a unique income code for each each supply or material. |
| Default Credit Note Account Income Account | You can set up account revenue or set up a more specific one. |
| Default Bad Debt Account Income Account | |
| Push Individual Invoice Lines | If you want as much information going across your accounting package as much as possible, then you can enable this setting. |
| Push Invoice Lines as Items | When you enable this option, an item code will be created in your accounting package for each invoice line |
| Push Invoice Work Undertaken | You can enable this setting if you want the Work Undertaken details become available in accounting package otherwise, you can disable this. |
| Relax Restrictions on Selection of Accounts |
Saving Accounting Package Settings and Refreshing Chart of Accounts
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2. You can then select your unique Account Income Code.
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