Booking codes are templates for invoice lines that can be used for sales and purchase invoices, and for trip invoice lines.
Examples of booking codes:
Booking codes are often linked to general ledger accounts or cost centers in external financial systems such as Exact, AFAS, or Twinfield.
Navigate to the Booking Codes screen via:
F11 -> Booking Codes
or
Main files -> Financial -> Booking Codes
| Purchase | Enter "Yes" or check the box if the booking code applies to the purchase. |
| Purchase ledgeraccount | Enter the ledger account to which the code refers here. |
| Purchase cost carrier | Enter a cost unit for this code here. |
| Purchase cost center | Enter a cost center for this code here. |
| Purchase VAT code | Enter the VAT code for this code here. |
| Purchase currency | Enter the currency here. |
| Purchase unit price | Enter the unit price that applies here. |
| Purchase unit | Enter the unit that applies to the unit price here. |
| Purchase product | Enter a product to which the code applies here. |
| Creditor | Enter a creditor to which the code applies here. |
| Purchase resource | Enter a resource (vehicle, employee, etc.) to which the code applies here. |
| Purchase commission group | Set a commission group here, if applicable. |
| Use fuel group from creditor | Enter or check Yes if applicable. |
| Purchase fuelsurcharge group | Enter the creditor's fuelsurcharge group here if the previous line is set to Yes. |
| Use maut group from creditor | Enter Yes or check if applicable. |
| Purchase mautsurcharge group | Enter the creditor's mautsurcharge group here if the previous line is set to Yes. |
| Sales | The same applies here as for the purchase fields, with the creditor being replaced by the debtor. |
| Relation | Enter the relation for which you want to set purchase tariffs here. |
| Company | Enter the company of the relation for which you want to set the purchase tariffs here. Enter * if this applies to all companies. |
| Date from | Enter the date on which the purchase tariffs should take effect here. |
| Date till | Enter the date until which the purchase tariffs should apply here. |
| Currency | Enter the currency in which the price is expressed here. |
| Unit | Enter a unit or * if this applies to all units. |
| Amount from | Enter the amount from which the tariff applies here. |
| Amount till | Enter the amount up to which the tariff applies here (if this is not the same as the from in the following line). |
| Price | Enter the tariff price here. |
| Is fixed price | Enter Yes if this is a fixed price. |
| Minimum | Enter a minimum price here if applicable. |
| Maximum | Enter a maximum price here if applicable. |
The same applies here as for purchase tariffs.
| Purchase library | Select the applicable tariff library here. |
| Purchase tariff object kind | Select a tariff object kind from the library here. |
| Purchase tariff object | Select a tariff object here. |
| Purchase tariff object description | Select a tariff object description here. |
| Sales | The same rules apply to sales as to purchase. |