Preview account coding, window

Order > Order reception > Preview account coding in the Price section

When Preview account coding is clicked in order reception, a window opens showing Opter’s assessment of the account coding for the order when invoicing and crediting.

The upper part of the window shows the assessment of the account coding. If you have rules for how the account coding should be performed, the rules that affect the account coding are displayed at the bottom of the window. If there are no applicable rules, Opter does the account coding based on the settings in VAT rates (window). Income items are green and expense items are red. To view all the rules, with the applied rules highlighted in colour, deselect the Show only applied rules checkbox.