How to Map Specific Items to Different Accounting Ledgers in ERPNext?

1

Hello everyone,

I want to map specific Items (like Freight Charges) to a particular Accounting Ledger in ERPNext, so that every time I select the item in a Sales Invoice or Purchase Invoice, it automatically posts to the correct Income or Expense account.

Here’s what I’ve tried so far:

  1. I enabled Deferred Revenue/Expense in the Item form, but that asks for the No. of Months – I don’t want to defer the amounts.
  2. I have set the Income Account and Expense Account in the Item’s Accounting Details section, but it doesn’t always reflect correctly in transactions.

What I want to achieve:

Automatically link a specific Income Account for service items (e.g.Freight Income for Freight Charges).
Ensure that the correct Expense Account is applied for purchase-related service items.

Is there a recommended way to map an Item to a Ledger without enabling deferred accounting? Am I missing any additional configuration?

Any guidance or best practices would be greatly appreciated!

Thanks in advance!

2

You can set a default expense account to an Item Group and then while creating a new Item select that Item group and items under that Group will get that default expense account

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