Skip to content
English
Sign in
  • There are no suggestions because the search field is empty.

Create GL posting record for a Job and task Type combination

This guide explains how to define billing and revenue posting logic for any Job Type and Task Type combination.

 

What is it why does it matter?

As an agency, you might want to have a separate Billing and/or Revenue Account for a Creative Service task type that were carried out on a Fee Job Type vs Production Job Type.  In order to accomplish this, you can create a GL Posting Account record for each Job and Task Type combination. 

Step by Step Guide:

Click Next to move through the walkthrough. Use Zoom to adjust the view. Select the expand icon to view all instructions on one page.