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How to edit the accounting details on a specific transaction?

Learn how company admins can edit the accounting string on a specific transactions

C
Written by CustomerSuccess Team
Updated over 3 weeks ago

The Accounting section allows transactions to be allocated to segments for accounting and analytics. By default, segments are provided for departments, divisions, locations and projects.

Additionally, this section also allows setting the tax rate against each transaction.

Fields are also provided here the Chart-of-Accounts and ERP-Suppliers selection in case you have opted-in to have an integration to your accounting system.

  1. Log in to your dashboard from admin.qashio.com

  2. Navigate to 'Transactions' > click on the transactions you would like to edit.

  3. Scroll down to accounting > Click on 'Edit'. Edit any information you find suitable then click on save.

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