You can create a new accounting category in the administration area under Accounting categories.
Here you can:
Assign any name you choose
Define whether it applies to invoices or credit notes
Enter an accounting category number
Select the available tax rates
Specify which business unit the category should apply to
Accounting categories help accounting separate income and expenses and evaluate them more effectively later.
When transferring data to systems such as DATEV, the individual categories can be analysed separately.
When creating invoices, you can assign one or more accounting categories to each invoice line item.
You are completely free to decide whether to use these categories and how detailed they should be.
Examples of accounting categories:
Pass-through postage costs, 19% VAT
Pass-through postage costs, no VAT
Revenue, 19% VAT
Revenue, 7% VAT
Tax-exempt export supply under Section 4 No. 1a UStG
Tax-exempt EU supply under Section 4 No. 1b UStG
Important:
If you have entered no accounting category or customer account number, Keyline will automatically notify you when you create the invoice.
