Bookkeeping Record Paid Status Same

Bookkeeping Record Paid Status Same is the name of the status that is used in the workflow of a bookkeeping record that was paid.

Double-clicking the Bookkeeping Record Paid Status Same from the list will bring up the Global Setting card.

Field on the Global Setting Detail

The value field is intended to enter the adjustment value. It is a text value that should be the workflow status name which marks the paid invoice. The correct name of this status can be found in the Administration Settings section called Workflow Diagrams and by following these steps:

  1. Select the Workflow Diagrams option in the left menu of the Administration Application.

  2. The list of workflow diagrams will be displayed in the right part of the window from which you select the Bookkeeping Record diagram, e.g. Purchase Invoice.

  3. Click the Modify List of Statuses icon.

  4. The list of statuses which are defined for a given workflow will be displayed in the table. We are looking for the status that denotes a paid invoice – in our case it will be Paid. It is important to work with the name that is listed in the FileAs column, as shown in the picture. In our case, insert the Paid value into the Bookkeeping Record Paid Status Name in the Global Settings.

Clicking OK in the lower part of the Global Setting card will save changes and close the card. If you wish to close the Global Setting card without saving any changes, click Cancel.

Navigation