Social Planet enables you to add accounting codes to specific classes and events. The code is applied to an invoice when a person books and pays for the activity.
1. From the Account menu select Settings
2. Select the Finance tab
3. Select the radio button Enable accounting codes
4. Select the Add button
5. The Add Accounting Code window is displayed
6. Add the Code
7. Enter the Code Name
8. Then Press Add
Next you need assign an accounting code to your class / activity as the code will be applied to the invoice.
9. Go to Main Menu select Activities then Current enter the Activity Name in Search, click on Edit
10. Go to the Settings tab and select Edit on the Booking Settings pane
11. Select from the drop down, Created invoices assigned accounting code
11. When a booking is made, an a invoice is issued, the code will be assigned. The code will not appear on printed or emailed invoices.
12. To change the code on the invoice select Edit on the Issued Invoice and used the drop down list on the Accounting Code
13. Go to Main Menu then Reports then Payments click on Invoices select the Xero download button, an account code column will be included