Dolibarr 17.01
Double Entry Accounting = Yes Installed.
Really dumb question, but where do you enter general business expenses? Like, phone bills, website fees, etc? I am installing and setting up Dolibarr 17.01 right now.
I’ve looked all over, and I can’t find anything. Am I missing something obvious, or a configuration or module?
For those expenses subject to vat you should enter them as Vendor invoices.
For others not subject to vat, first make sure Taxes & Special Expenses module is enabled then in Home → Setup → Dictionaries → Types of social or fiscal taxes enter your expenses categories.
Then in Billing | Payment → Taxes | Special expenses you can enter your other business expenses.
Thanks for the reply.
So, on a Vendor Invoice, how do I tie the invoice line item to COA expense line.
On the Vendor Invoice | Add new Line,
I see …
Option 1 - "Free Text Item: " Product Service. with a free form text box.
Option 2 - “Predefined Products / Services to Purchase” and a dropdown with products and services.
So, the dropdown only lists products and services. How do I link a line item to an expense? Like “ATT Phone Bill” line, to a COA “Telephone Bills” expense account 60101.
Assuming you have correctly setup accounting.
If “ATT Phone Bill” in this example is a service from the “Predefined Products / Services to Purchase” list, go back in its card and select the appropriate accounting code “Telephone Bills” from the dropdown list so upon invoice creation it will be automatically linked - binded.
If however you choose option 1 or you have already created invoices you can manually bind them from the accounting card.
I created a custom journal that I am hoping will work well for this.
I though I looked at this earlier, but there was no + button to add entries. IDK. Hopefully the new journal will work wonderfully for me.
Thanks for the responses.
