Regardless of which accounting pack you've connected Buildxact to the process is the same.

Buildxact connects with:

  • Expense Account - one or two default expense accounts (two if you split your purchases by supplier and contractor)
  • Income Account - one income account.

When performing the initial integration of Buildxact with your Accounting you would choose these accounts. See screen shot below

Once you have done the initial integration, you have the option of adding expense accounts from your Accounting package to Suppliers and Contractors. This will override the defaults set up in the initial integration created above.

You can override all of the above at the final step of Purcahse Ordering by using the account selection box on Purchase orders themselves.


Did this answer your question?