Settings for Accounting Systems Synchronization

To complete your accounting automation configuration go to the “Sync Settings” tab within the Accounting Automation menu under the Accounting area.

Start by entering your default card G/L account. This account is used to create a full journal entry. 

You can then set the requirements for reconciliation that matter to your company:

• You can make G/L account required

• You can make cost object required - this requires first to make G/L account required

• You can make memo required

BlueBean also offers the possibility to use an alternative G/L account for billable charges. When a transaction or an item within a transaction is marked billable the alternative account will be used if this option has been selected.

You can also make receipts required and determine at a minimum amount for which you require it.

For subscriptions with no change in value versus the past billing cycle you can opt to not request the receipt again.