Why can't I code an invoice line to a bank account in Kontuly?
Invoice, bill and credit note lines in Kontuly can't use a bank account, Accounts Receivable, Accounts Payable or a GST account, so you'll see "Lines can't be coded to a bank or control account". Choose an income account on an invoice, or an expense or asset account on a bill.
Why not?
Those accounts are moved for you, by approvals and payments, not by lines:
- Accounts Receivable (what customers owe you) goes up when you approve an invoice and down when they pay.
- Accounts Payable (what you owe suppliers) goes up when you approve a bill and down when you pay it.
- GST accounts take the GST from each line's Tax rate.
- Bank accounts move when you record a payment or match a bank line.
Coding a line straight to one of them would count the money twice or leave a document out of step with the ledger.
What should I do instead?
- To record that a bill was paid, record a payment on it. Bills say so directly: "Bill lines can't be coded to a bank account — record a payment instead". See How do I record paying a bill?
- To record that an invoice was paid, see How do I record a customer payment?
- For the GST, choose the right Tax rate on the line, such as GST 10% or GST Free.
Why is the Inventory account refused too?
Stock moves only through tracked items on bills, invoices and credit notes, and stock adjustments, so the Inventory account always matches the stock you hold. Pick the tracked item on the line instead; see How do I track stock in Kontuly?
Related questions
- How do I create and send an invoice in Kontuly?Write an invoice in Kontuly as a draft, check it with Preview, then approve it to record the sale and email it to your customer with the PDF attached.
- How do I enter a supplier bill in Kontuly?Enter a supplier's invoice as a bill in Kontuly to track what you owe and when, claim the GST, and record the cost before you pay. Tax inclusive by default.
- How do I record a customer payment in Kontuly?Mark a Kontuly invoice as paid by matching the deposit in Banking or recording the payment by hand, including part payments and undoing a mistake.
More about troubleshooting
- Why can't I edit an approved invoice or bill in Kontuly?Kontuly says "Only draft invoices can be edited" or "Only draft bills can be edited"? Fix an approved document by voiding it or raising a credit note.
- Why does Kontuly say "Period is locked"?The transaction is dated on or before the lock date in Kontuly's Settings. Date the correction after it, or clear the lock date, fix it and set it again.
- Why can't I change the currency of a business in Kontuly?Kontuly fixes a business's currency once any transaction is posted, because every amount is stored in it. If it's wrong, set up a new business.
- Why can't I void a bill or credit note in Kontuly?No Void button on a Kontuly bill or credit note? Remove its payments, allocations and refunds first, and check the lock date. What each message means.
- Kontuly says an account has transactions and its type can't changeKontuly locks an account's type once it's been used, so past reports don't change. Create a new account of the right type and move the balance with a journal.