Changing all account allocations of a supplier

Question asked by darren chamberlain 10 years ago

Hi all,

I set up two suppliers for shipping expense's.

These are the shipping expenses for me shipping to a customer.

But I have set them up as "COST of SALES".

But I would rather having them under Shipping Expenses so I can monitor it better.

Is there a way for me to mass switch it from Costs of Sales to the new expense.

Also how do I create the new expense and is there any unique identifiers I might need for it?

expenses
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4 Replies

Hi Darren,

In that case, you can do this by going to Purchases > Bills > Paid and narrowing down the search to a specific supplier, Then, please press the bulk edit option. This will allow you to make changes to all the bills at once, including the account codes.

If you are looking to addd a delivery charge for a customer, I would recommend adding this as either an additional item on the invoice or as a separate invoice altogether. Adding as an extra item will mean you have item + delivery all in one place.

Chris

Best answer
10 years ago

Chris,

I have a similar issue which I could utilize using the bulk edit option you mention above . Followed your pathway Purchases> Paid ......assume by'narrowing down to the specific supplier' you mean using the row of filters above the 'create bil' button which I did. but on the displayed page showing the filtered bill of only this specific supplier, I can not see any button , link, of function offering to press the 'bulk edit option' you are referring to. Pathway wrong? Use a different method of your suggested 'narrowing down'?

Please clarify as something in your instructions is either wrong or a step left out in error.

thank you in advance,

Ralph

10 years ago

yes they are currently paid.

and no i mean the cost of shipping products to a customer.

Regards Darren

10 years ago

Hi Darren,

Are the supplier bills in question all paid?

Also, when you refer to creating expenses do you mean employee expenses charged to the company?

Chris

10 years ago

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