In order to link your postings correctly, the accounting accounts created must be linked in the GASTROFIX cloud. The following steps must be carried out:
- Linking of Payment Methods
- Linking of VAT Rates
- Adjustment of the product groups (VAT rates)
For the first step (connection of payment methods) open the tab "Financial" --> "Payment Method" in the GASTROFIX Cloud and select the first payment methods, in this example "Bar" and click on the edit button.
Now you can define the previously created accounts of the settlement type. To do this, go to "Account" field and select the account of your choice.
Save the settings and repeat it for all payment methods.
If you cannot select any financial accounts in the "Account" field, please check that the accounts have been created correctly. The financial accounts must have defined the account type "Payment Method".
The correct configuration is described here: Setting up Accounts
In the next step, linking the tax rates, the revenue accounts are linked to the tax accounts. Go to the GASTROFIX Cloud and select "Setup" --> "Finance" --> "Tax-Rates".
Now select one of the tax rates rates to be processed and click on the edit icon.
In the next window, enter the following information about tax rates:
- The tax account is defined in the "Tax-Account" field
- The revenue account is defined in the "Account" field.
If you have more tax or revenue accounts than in this example, you must create several "Tax Rates". An example of this is shown in the following picture.