> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.2cloudnine.com/llms.txt
> Use this file to discover all available pages before exploring further.
# QRG Accounting Invoice Type
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## Purpose
The purpose of this quick reference guide is to step through the process of creating an Accounting
Invoice Type. When first creating the records to reflect the Accounting dimensions within the external
Accounting system, you will need to manually create all of the valid Accounting Invoice Types. The
Accounting Invoice Type needs to match the Record Types of Invoice Items from 2cloudnine Payroll,
which by default comprise of the following:
1. Allowance
2. Client Paid Expense
3. Expense
4. Payment
5. Payroll Services Fee
6. Perm Fee
7. Project Services Fee
8. Retainer Fee
9. Temp To Perm Fee
When Accounting Invoices are created, they inherit the Record Type from the Invoice Items they are
created from, as listed above. They are used to split Invoice Record Types into Accounting Invoice Lines.
The intended audience for this document is System Administrators / Standard Users.
## Steps
### Create an Accounting Invoice Type
To create an Accounting Invoice Type, the following steps should be completed:
1. Click on the **App Launcher** icon. (See
Figure 1)
2. Go to the **Accounting Invoice Type**
object by using the Search function. (See
Figure 2)
3. Click on the **New** button. (See Figure 3)
4. Populate the following required fields to provide the base details of the Accounting Invoice Type
(see Figure 4):
1. **Invoice Type** - the Accounting Invoice Type required
2. **Invoice Item -** this is the Record Type from the Invoice Items to be defaulted to this
Accounting Invoice Type.
3. **Accounting System**
5. To relate this Accounting Invoice Type to a Natural Account for Revenue, populate the optional
field **GL Revenue Account** .
6. Click on the **Save** button (see Figure 4).
7. A new **Accounting Invoice Type** is now created. (See Figure 5)
Accounting Invoice Types CAN NOT be deleted if they have related records or are used
in other records. Deleting records is not recommended unless absolutely essential.
8. To modify an existing **Accounting Invoice Type**, select the required record and select the **Edit**
button available on the top right side of the page. You can also double click within fields that
need editing or just click on the pencil icon that appears within fields when hovering
with your cursor.
9. When complete, click on the **Save** button.
## Field Descriptions
**Accounting System** is the Accounting System this Accounting Invoice Type relates to.
**Invoice Type** is the name given to the Accounting Invoice Type being created.
**Invoice Item** select the Invoice Item value from the picklist that matches this record.
**GL Revenue Account** is the Revenue Natural Account this Accounting Invoice Type relates to.
## Further Information
| Document | Document Type | Description |
| ------------------------------------------------------- | ----------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| QRG General Ledger Key Information | Key Information | Outlines useful information relevant to the General Ledger functionality. The document includes definitions, prerequisites, and other non-instructional information. |
| Accounting System Setup | Task Instructions | How to create the Accounting System Setup record. |
| Create Accounting Segments - Payment Entity | Task Instructions | How to create a Payment Entity Accounting Segment record. |
| Create Accounting Segments - Invoice Entity | Task Instructions | How to create an Invoice Entity Accounting Segment record. |
| Create Accounting Segments - Natural Account | Task Instructions | How to create a Natural Account Accounting Segment record. |
| Create Accounting Segments - Assignment Department | Task Instructions | How to create an Assignment Department Accounting Segment record. |
| Create Accounting Segments - Location | Task Instructions | How to create a Location Accounting Segment record. |
| Create Accounting Segments - Cost Code | Task Instructions | How to create a Cost Code Accounting Segment record. |
| Accounting Payment Entity Defaults | Task Instructions | How to create the Accounting Payment Entity Default record. |
| Accounting Default Account - Allowances and Expenses | Task Instructions | How to create the Accounting Default Account record for the record types of Allowance Pay Codes, or Expense Pay Codes. |
| Accounting Default Account - Deductions | Task Instructions | How to create the Accounting Default Account record for the record type of Deduction Pay Codes. |
| Accounting Default Account - Earnings | Task Instructions | How to create the Accounting Default Account record for Payment Pay Codes, and can be split by PAYG vs RCTI. |
| Accounting Default Account - Leave Rules | Task Instructions | How to create the Accounting Default Account record for Leave Rules. |
| --- | --- | --- |
| QRG Create an Employment Cost record - All record types | Task Instructions | How to create an Employment Cost record. |
| QRG Create an Employment Cost Template Group | Task Instructions | How to create an Employment Cost Template Group record. |
| QRG Create an Accounting Assignment Department | Task Instructions | How to create an Accounting Assignment Department record. |
| Create a Location Record | Task Instructions | How to create a Location record. |
| QRG Create Invoice Journal | Task Instructions | How to create an Invoice Journal record. |
| QRG Create an Assignment - Employee | Task Instructions | How to create an Assignment record. |
