Relation added, but not showing in the Purchase booking screen?

If a newly added relation does not appear in the creditor drop-down on the purchase booking screen, there may be a few underlying reasons for this.

The relation will appear in the drop-down only when:

  • Expected costs (such as goods, commission, transport, or order) must be added for the relation, or
  • The relation must be marked as “direct to ledger account” in the relation root data screen.

If neither of these conditions is met, the relation will not be available in the drop-down.

Additionally, ensure that at least one address is added to the relation and marked as billing so that the relation can be used on any screen. For more details refer to this FAQ

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Updated on October 15, 2024

FAQ'S

Accounts and Financial

  • Unable to find invoice for export in current month

    Invoices are displayed on the export screen in a particular month. The month of the invoice is taken from the invoice date and not from another date, such as the due date.

    The invoice date is therefore leading in terms of month for export periods. For example: Invoice date 22-05-2022 and due date 15-06-2022. This invoice will appear in the export under the month May.