Hi,
We are currently testing and configuring ERPNext in preparation to go live in April.
When we create a Sales Invoice, we use a Shipping Rule and this adds a “Taxes & Charges” entry against the “Postal Expenses” Account Head for the amount it costs us to ship out the order. This appears to work fine and creates the appropriate Accounting Ledger entries.
I’m currently testing the Bank Reconciliation process.
We buy the shipping individually for each order, so there is a Bank Account transaction for each of these individual shipping purchases. However, when I use the Bank Reconciliation Tool, I am unable to “Match Against Voucher” for these transactions.
Is this because we don’t create Purchase Invoices for the shipping costs? If we were to create Purchase Invoices for these shipping costs, how can we relate these to the original Sales Invoice? I also want to make sure this isn’t going to generate accounting entries that result in the shipping cost being counted twice.
I’d be grateful for any advice.