Forum Discussion

TabithaField's avatar
21 days ago

Card types

Can someone please assist me on how to create new card types? I need to create card types for intercompany Suppliers and Customers linked to a specific balance sheet general ledger for intercompany not included in the normal Trade Receivables or Payables.

 

1 Reply

  • Cloud_Mind's avatar
    Cloud_Mind
    Ultimate Partner

    Hi TabithaField 

    You can create the supplier card and allocate the default category (GL account Liability or asset).

    I would label the supplier name clearly i.e. Bunnings-Intercompany

     

    If you don't want them to appear on the receivables or payables, you will need to enter the transactions as receive money or spend money.

     

    You can also reconcile the loan accounts under Reconcile Accounts at EOM so both entity loans are always reconciled. 

     

    Please mark this as a solution if I have helped you so it can help other users in the future.

    Thanks

    Renae