1.Cost Center: If available, the Cost Center is pulled from the Edit Event window.
You can also select a different Cost Center from the drop-down list, which is populated by the records created under EventPro Setup > Financial > Cost Centers. However, whether you can choose from all Cost Centers or just those linked to the Event Client will depend on the "Use Account Specific Cost Centers" setting under EventPro Setup > Financial > Financial System Settings.
2.Accounting Reference: If available, the Accounting Reference is pulled from the event's "Bill To" Account (in the Billing/Accounting tab of the Company or Contact record in CRM).
You can also manually type in an Accounting Reference.
3.Department Code: If available, the Department Code is pulled from the Edit Event.
You can also choose a Department Code from the drop-down list, which is populated by records created under EventPro Setup > Financial > Department Codes.
4.G/L Account: If required for the purposes of exporting your invoices, the G/L Accounting Code is pulled from the Edit Event.
You can also select one from the drop-down list, which is populated by the codes created under EventPro Setup > Financial > Account Groups and Codes.
5.Budget Type: If applicable, select the applicable Budget Type from the drop-down list, which is populated by records created under EventPro Setup > Financial > Budget Types.
6.Payment Type: If available, the Payment Type is pulled from the Edit Event.
You can also select a Payment Type from this drop-down, which is populated by the records created under EventPro Setup > Financial > Payment Types.
You will notice that if the selected Payment Type was set up with a Surcharge on it, that Surcharge Item will now be automatically pulled into this invoice under the Invoice Detail tab. See Payment Type Surcharge Detail Item.
