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You can specify the Sales or Cost of Sale (COS) account numbers for a Work type.  These account numbers are used when exporting sales or purchase transactions to an accounting package.  To export a specific Work type within the account package, the Sales and COS account numbers need to be set up per Work type.  

If a Work type is created without inserting a specified account number, the default account numbers will be used, and can be found within Config > Export Settings.

Below are steps to show you how to add Sales and Purchase general ledger accounts to a Work type.

Step-by-step guide



  1. Click the Settings button on the Ribbon.



    The Configuration screen appears.

  2. Click the Worktypes item from the Configuration tree.



    The Work Types screen appears. 

  3. Click the drop down arrow on the Group Name field, and select the Group to which the Work types belong.  

  4. Select the Work type that you want to add a Sales or Cost of Sales account to. 

  5. Enter the account numbers in the Sales Contra Account Number and COS Contract Account Number columns. 



  6. Click the Save button to save your changes.