{"id":17131,"date":"2025-04-07T09:13:19","date_gmt":"2025-04-07T13:13:19","guid":{"rendered":"https:\/\/alix.ai\/documentation\/?post_type=docs&p=17131"},"modified":"2025-09-03T08:25:14","modified_gmt":"2025-09-03T12:25:14","password":"","slug":"accounting-configurations","status":"publish","type":"docs","link":"https:\/\/alix.ai\/documentation\/en\/doc\/accounting\/accounting-configurations\/","title":{"rendered":"Accounting configurations"},"content":{"rendered":"
\"image_print\"<\/a><\/div>

Enable accounting<\/h2>\n

When ALIX is connected with the Zoho Books integration, it is possible to enable accounting in the app. To do this, all accounts must be defined.<\/p>\n

    \n
  1. In Settings<\/strong>, go to the Accounting <\/strong>section, then Configurations<\/strong>.
    \n\"\"<\/li>\n
  2. Select the desired account for all accounts.
    \n\"\"<\/li>\n
  3. Once all accounts are set, turn on the Enabled<\/strong> toggle.
    \n\"\"<\/li>\n<\/ol>\n

     <\/p>\n

    Force reporting tag on cards<\/h2>\n

    It is possible to force reporting tags to be added to cards. By enabling this configuration, it is mandatory to add at least one reporting tag to the creation of a card, which ensures that transactions will be properly accounted for.<\/p>\n

    Note: this configuration also applies when editing sales orders that contain cards of type Sales order.<\/p><\/blockquote>\n

      \n
    1. In Settings<\/strong>, go to the Settings<\/strong> section, Configurations<\/strong>, and then Project.<\/strong><\/li>\n
    2. Choose the Force reporting tag on cards <\/strong>configuration.
      \n\"\"<\/li>\n<\/ol>\n

       <\/p>\n

      Force reporting tag on sales orders<\/h2>\n

      It’s possible to force reporting tags to be added to sales orders. By enabling this configuration, it is mandatory to add at least one reporting tag on each line item when creating a sales order, which ensures that transactions will be properly accounted for.<\/p>\n

      Note: this configuration also applies when editing cards of type Sales order.<\/p><\/blockquote>\n

        \n
      1. In Settings<\/strong>, go to the Settings<\/strong> section, Configurations<\/strong>, and then Project.<\/strong><\/li>\n
      2. Choose the Force reporting tag on sales orders <\/strong>configuration.
        \n\"\"<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

        Enable accounting When ALIX is connected with the Zoho Books integration, it is possible to enable accounting in the app. […]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"doc_category":[636],"doc_tag":[],"year_month":"2026-04","word_count":219,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Genevi\u00e8ve Lamarche","author_nicename":"glamarche","author_url":"https:\/\/alix.ai\/documentation\/author\/glamarche\/"},"doc_category_info":[{"term_name":"Accounting","term_url":"https:\/\/alix.ai\/documentation\/en\/docs-category\/accounting\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/17131"}],"collection":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/comments?post=17131"}],"version-history":[{"count":12,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/17131\/revisions"}],"predecessor-version":[{"id":18266,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/17131\/revisions\/18266"}],"wp:attachment":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/media?parent=17131"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_category?post=17131"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_tag?post=17131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}