1. To access this module, you can go to Accounting > Automated Accounting > and click on Settings as picture below:
2. Here the settings where you can configure the settings to auto import transactions from another module. For now, system will auto import invoices and receipts only. This is suitable for company with no approval. Below is the explanation for each button:
Description:
Auto-create accounts in chart of accounts from other modules | If you add a new customer account in CRM, and you tick this setting, system will auto create accounts in Chart of Accounts. |
Auto-create Accounting Transactions from other modules | If you tick this setting, when you finalize the invoice or receipt, system will auto create transaction in Accounting. |
Auto-approve the auto-generated accounting transactions | If you tick this setting, when you finalize invoices or receipts in CRM, it will auto approve the transaction. |