Lay the ledger down
Analytic plans and how you get paid
Why this step
Analytic accounting is what lets you ask "did that tower make money?" rather than "did the company?". Set the plans up now, alongside the payment gateways customers will actually pay through.
What this does
Configures analytic cost accounting dimensions, automated distribution models, customer online payment gateways (Mada, Visa, Apple Pay), and global accounting settings.
Before you start
- System Administrator privileges.
Steps
Important
Enabling online customer payment links directly on WhatsApp invoice notifications dramatically accelerates downpayment collection speeds.
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01
Go to Accounting › Configuration › Analytic Accounting › Analytic Plans and Analytic Accounts.
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02
Configure Analytic Distribution Models to automatically assign project tags based on sales order lines.
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03
Navigate to Online Payments › Payment Providers to configure Mada, Apple Pay, and credit card processing.
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04
Review customer payment cards under Payment Tokens and transaction logs under Payment Transactions.
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05
Open Settings to configure default tax rates, fiscal year close periods, and automated bank synchronization rules.
Common mistakes
- Leaving payment gateway credentials in test sandbox mode during live production billing.
- Setting incorrect default currency rounding precision, creating penny discrepancies on tax invoices.
Checkpoint
A cost posted from a project carries its analytic account, and a customer can pay online.