Figure 1: Control Panel Menu – Charge To Accounts
Charge To Accounts are used to track expenditure in the system. When creating an order you can assign individual line items on the order to a specific Charge To Account. The expenditure for that line item will be related to the Charge To Account for reporting. This field is often used for tracking expenditure for jobs and projects.
Although Charge To Accounts will track expenditure they do not restrict expenditure. If you need to restrict expenditure you would need to set up Departments to achieve this. The departments section of the guide gives more detail on this.
Adding, editing or archiving charge to accounts are actions carried out using the Charge To Accounts section of the Control Panel.
From the main page of the Charge To Accounts section you can view, edit or add new charge to accounts. Depending on your permissions you may not see all of these options. If the Charge To Account option is not visible in the menu when you open the Control Panel you have not been given permissions related to Charge To Accounts and you would need to request any changes to the Charge To Accounts are made by somebody who has been assigned that permission, or a System Administrator.
Figure 2: Charge To Accounts Page