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Purchase accounting help index

Every Britixo help article connected to purchase is collected here. Open a guide for the exact workflow, then follow linked terms and related guides across CRM features, Accounting & Bookkeeping and Appointments & Scheduling.

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01Accounting & Bookkeeping module overviewUnderstand the complete Britixo Accounting & Bookkeeping workspace, its menu structure and how operational CRM records become double-entry accounting transactions.Accounting & Bookkeeping02Troubleshoot a hidden Accounting menu or actionIdentify whether a missing screen is caused by permissions, inactive integrations, configuration or record state.Accounting & Bookkeeping03Accounting mapping setup overviewConnect CRM source records and optional modules to the correct debit and credit accounts before automatic conversion is enabled.Accounting & Bookkeeping04Configure sales invoice account mappingsDefine how customer invoices post to accounts receivable, income, discounts, taxes and item-specific accounts.Accounting & Bookkeeping05Configure payment mode account mappingsMap each CRM payment mode to the correct cash, bank or clearing account for received and paid transactions.Accounting & Bookkeeping06Configure credit note and refund mappingsSet the accounts used when customer credit notes are created, applied to invoices or refunded.Accounting & Bookkeeping07Configure expense category account mappingsMap CRM expense categories to expense accounts and control the accounting classification of direct and recurring expenses.Accounting & Bookkeeping08Configure tax account mappingsConnect each CRM tax rate to the correct input-tax or output-tax ledger account used by sales and purchase transactions.Accounting & Bookkeeping09Configure item and item-group mappingsRoute sales and related item activity to specific income, cost or inventory accounts instead of relying only on global defaults.Accounting & Bookkeeping10Configure payroll and payslip mappingsMap supported payroll payslip components to wage, liability, tax and cash or payable accounts.Accounting & Bookkeeping11Configure Purchase module mappingsMap purchase orders, supplier invoices, payments, refunds, returns and debit notes when the Purchase module is active.Accounting & Bookkeeping12Configure Warehouse account mappingsMap stock receipts, deliveries, opening stock and loss adjustments to inventory, cost-of-sales and variance accounts.Accounting & Bookkeeping13Configure Manufacturing and Omni Sales mappingsSet the ledger accounts used for manufacturing material and labour costs and for Omni Sales returns and refunds.Accounting & Bookkeeping14Configure fixed-equipment account mappingsMap assets, licences, components, consumables, maintenance and depreciation events from the Fixed Equipment module.Accounting & Bookkeeping15Accounting transaction centre overviewReview operational records by source type, see conversion status and open the accounting details created from each record.Accounting & Bookkeeping16Convert sales invoices to AccountingCreate balanced accounting entries from eligible Britixo CRM customer invoices and review the receivable, income and tax lines.Accounting & Bookkeeping17Convert invoice payments to AccountingPost received customer payments to the mapped cash, bank or clearing account and reduce accounts receivable.Accounting & Bookkeeping18Convert credit notes, applications and refundsAccount for customer credits from initial credit note through invoice application or external refund.Accounting & Bookkeeping19Convert expenses and recurring expensesCreate accounting entries from manual, imported and automatically generated CRM expenses.Accounting & Bookkeeping20Review, correct or delete converted transactionsInspect linked accounting details and use the least destructive supported correction when a conversion is wrong.Accounting & Bookkeeping21Troubleshoot unconverted or incorrectly mapped transactionsFind why a source record did not convert or posted to unexpected ledger accounts.Accounting & Bookkeeping22Convert payslips to AccountingPost eligible Payroll payslip costs, deductions and liabilities when the Payroll integration is active.Accounting & Bookkeeping23Convert Purchase orders, invoices, payments and refundsReview every Purchase integration transaction type and post eligible supplier activity using configured mappings.Accounting & Bookkeeping24Convert Warehouse and stock transactionsPost approved stock receipts, deliveries, opening stock and loss adjustments when the Warehouse integration is active.Accounting & Bookkeeping25Convert manufacturing costs to AccountingPost material, labour and production-related costs from eligible Manufacturing orders.Accounting & Bookkeeping26Convert Omni Sales returns and refundsAccount separately for goods returned through Omni Sales and the related money refunded to the customer.Accounting & Bookkeeping27Convert fixed-equipment events to AccountingPost acquisitions, licences, components, consumables, maintenance and depreciation from the Fixed Equipment module.Accounting & Bookkeeping28Supplier bills overviewCreate, approve, pay and track supplier bills inside Accounting while maintaining vendor, tax and ledger connections.Accounting & Bookkeeping29Create and edit a supplier billRecord a supplier liability with accurate vendor, dates, lines, accounts, tax, memo and attachments.Accounting & Bookkeeping30Vendor management overviewMaintain supplier identities, contact and payment information used by bills, checks and Accounts Payable reports.Accounting & Bookkeeping31Use the vendor profile and transaction historyReview supplier details, bills, payments and account position from the vendor profile.Accounting & Bookkeeping32Configure project budget categoriesCreate the approved category list used to structure project budgets, imprests and claims where applicable.Accounting & Bookkeeping33Use Cash Flow and Changes in Equity reportsReview how operating, investing and financing activity changes cash and how profits, contributions and distributions change equity.Accounting & Bookkeeping34Use Accounts Payable ageing reportsReview unpaid supplier balances by age in summary and detailed bill or purchase-invoice views.Accounting & Bookkeeping35Use Tax Detail, Summary and Liability reportsReview taxable transactions, totals by tax rate and the resulting tax payable or receivable position.Accounting & Bookkeeping36Review expense and finance resultsAnalyse converted CRM expenses, supplier bills and related financial statement impact through detailed and summary reports.Accounting & Bookkeeping