How to Setup Restrictions for Allowances

Overview:

In this article, we'll cover how you can restrict the usage of allowances to only be used on invoices tied to specific general ledger accounts.  

Important to know:

• This feature requires having the BE Accounting Module enabled.
• Requires full Accounting permission level to access and configure accounts for Allowance restriction.
• Before configuring which accounts you want to restrict for allowances, you need to make sure the GL account is checked for 'Marketing'.  
  • How to Configure Commission and Marketing Accounts

Primary Purpose:

• Give client ability to setup own business rules for which type of invoices agents can use their allowance on.  This could be restricting to only Marketing related invoices, a particular type of marketing item, or even just invoices related to recurring charges.
  

Quick Reference:

Link to Full Step-by-Step Guide

Feature Release Date:  06.09.2023