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special G/L transaction

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Define Reconciliation Accounts for Customer Down Payments

 

In this step, you define an account in which the customer down payments or down payment requests are managed in the general ledger. In the case of down payments or down payment requests, the posting is automatically made to this account instead of to the normal receivables account (reconciliation account).

 

 

Note

 

 

You can group the specifications account type, special G/L indicator and reconciliation account together under a three-character key. You store the clearing accounts for output tax under this key in the next step. This is only necessary if you display down payments or down payment requests gross.

 

 

You specify as to whether a down payment or down payment request is displayed gross or net in the alternative reconciliation account via the Tax category field.

 

 

Activities

 

 

1. Specify the number of the alternative reconciliation account.

2. Make sure the account is created and that the Tax category field is filled correctly.

3. If you want the gross display, specify the clearing accounts for output tax in the next step.


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