Purchase invoice settings

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

Which settings you can specify in a domain depends on the selected bundle (and any additional features added) and the role(s) you have as a user in the domain.

In Nmbrs Accounting you can set the following bank settings: 

• Payment list
  Here you can configure payment list security so that documents due for payment require approval before they appear in the payment list. You can also specify whether or not discounts apply when paying for documents. 
• Ponto
  Ponto enables bank accounts from more than thirty banks to be linked to NMbrs Accounting in a secure and reliable manner, in accordance with PSD2 and GDPR regulations.
• Purchase invoice settings
  Disable mandatory bank account entry when processing purchase invoices with payment method 'Electronic transfer'.

Purchase invice settings

When processing a purchase invoice with the payment method 'Electronic transfer', it is mandatory by default in Nmbrs Accounting to enter a bank account number if the domain allows use of the payment list.

If required, the mandatory entry of a bank account number when processing a purchase invoice with payment method 'Electronic transfer' can be disabled.

Permissons and roles

Only a user with the 'Back office' role in he domain can disable the mandatory entry of a bank account.

Access to Purchase invoice settings

To access:

• click on the Settings icon in the navigation bar
• then, in the now-opened screen, in the Bank section click on Purchase invoice settings

Disable mandatory bank account entry

By default, entering a bank account is mandatory when processing a purchase invoice if the payment list is available.

On the purchase invoice settings screen, select Off from the dropdown menu to disable the mandatory entry of a bank account.