Account Usage P/L

You should use the Account Usage P/L setting to choose the Accounts and VAT Codes that will be used as defaults in your Purchase Ledger transactions (i.e. Purchase Invoices and Payments). These defaults will be used in the absence of Accounts or VAT Codes being specified elsewhere (for example, in the Items, Item Groups, Suppliers or Supplier Categories used in the transactions). Please click for complete descriptions of how Accounts and VAT Codes will be selected in Purchase Invoices and Payments. The Accounts that you use here must exist in the Account register, otherwise Enterprise by HansaWorld will not be able to create transactions.

If you have imported the sample Chart of Accounts supplied with Enterprise by HansaWorld, you will find that most of the fields in the Account Usage P/L setting contain suggested values. If you have modified this Chart of Accounts or have used your own, you must ensure that you replace these values with the correct Accounts.

To open the Account Usage P/L setting, ensure you are in the Purchase Ledger and then click the [Settings] button in the Master Control panel. Double-click 'Account Usage P/L' in the 'Settings' list. Fill in the fields as described on the pages that are linked below. Then, to save changes and close the window, click the [Save] button. To close the window without saving changes, click the close box.

The Account Usage P/L setting is spread over three cards. To view specific cards, click one of the three named tabs:

Please click the following links for details about each card:

Settings in the Purchase Ledger:

Go back to: