How to create a GL posting for a Client Type

This posting type is created if multiple Accounts Receivable control accounts are required for different Client Types.

A common use case example is where the agency wants to have a separate Inter-company Receivables account for inter-company balances to be separate from the external client receivables.

Steps:

1. Navigate to ACCOUNTING > General Ledger > General Ledger Accounts.
2. Click on Posting GL Accounts. 
3. Click the CREATE A NEW POSTING TO GL ACCOUNT. 
4. Enter the following information
    
   

   Posting Criteria	Description
   Posting Type	Select Client Type.
   Office	Select an office (only if this posting relates to a single office.
   Client Type	Select a client type  Clients Intercompany  Internal ClientsEnter the following information

   Control Accounts	Description
   Accounts Receivable Account	Accounts receivable for the selected master client. For example - The total invoice amount for a client job invoice is debited to this account, where the invoiced client’s master client matches the selected master client.

   Tax Accounts	Description
   Output Tax Acct	Tax on client invoices for the selected master client- For example, The tax amount for a client job invoice is credited to this account, where the invoiced client’s master client matches the selected master client.

5. Click SAVE or SAVE &. CLOSE.