Payable Account can also be a Receivable Account

If you have an APA Payable Account, you can flag the account as being a Receivable Account if applicable.

Introduction

Create a New Payable Account

Update an Existing Payable Account

Ordering Payable Accounts by the Receivable flag

Introduction

This article can be useful to anyone using the APA Invoice Automation module and the ERP Receivables module.

Where an APA Payable Account is also a Receivable Account, you can set a flag that allows you to sort accounts by this feature. You can set this flag when you are creating a new Payable Account, or for an existing Payable Account.

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Create a New Payable Account

When you create a new Payable Account, and the entity is also a Receivable Account, you can set the Receivable Account flag. Refer to Add a Payable Account / Supplier for full details on how to add a new Payable Account.

• Start at Administration > Payables.
• Click New Payable Account.
• Add the details for Code and Description.
• Receivable Account: Check this field if the Account is also a Receivable Account. You will need to go to Receivables > Receivable Accounts to update full Receivable details for the entity.
• Click Create.

• Set up any further details for the new Payable Account.

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Update an Existing Payable Account

Where your Payable Account already exists and you wish to flag it as a Receivable Account:

• Start at Administration > Payables.
• Select the Payable Account you want to update.

On the Details tab > Additional details section, scroll down.

• Receivable account: Check this field.
• Click Save and Close. 

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Ordering Payable Accounts by the Receivable flag

Once the Payable Account has the Receivable flag checked, you can see this in the Search screen. You can now sort records by clicking the column heading for Receivable Account.

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