How to save a Chart of Accounts Association on a Bill Item

^{Last Updated: February 7, 2024}

Saving an Individual Bill Item's Chart of Accounts Association
Bulk Saving a Bill Item's Chart of Accounts Association
1. Bulk Saving in the Bill Modal
2. Bulk Saving on the Bill Detail Page

While creating a bill in CureMint, you can create chart of accounts associations on the items that appear on a bill. This is especially useful if the item is ordered often as the chart of accounts will be automatically applied the next time it appears on a bill.

There are 2 ways to save a chart of accounts association on a bill item:

On an individual bill item
Bulk updating bill items

Saving an Individual Bill Item's Chart of Accounts Association

To create a chart of accounts association on an individual bill item:

In your CureMint account, navigate to Bills.
Find the desired bill and click on the Bill Number.
Click on the Edit Bill button on the Bill tab.

Please Note: If the bill is in the inbox, it will automatically open in the Edit state.

The Bill Modal will open.
Scroll down in the Bill Modal to the Line Items section.
Find the desired Bill Item.
Select a Chart of Accounts in the Chart of Accounts Dropdown.
A Save Association banner will appear.

Click Save in the Save Association banner.

Please Note: If you do not wise to save the association and only update it on the single order, click the "X" button in the banner.

An Update Items modal will appear.

save-chart-of-accounts-associations-order-item-update-items-modal

Select one of the options in the Update Items Modal:
- Update: The update option will save the chart of accounts association, apply the association on all future records that contain the item, and update existing records that contain the item that are one of the following:
  - An order without a linked bill
  - An order linked to a draft bill
  - An order linked to an open bill
  - A bill in the draft stage
  - A bill in the open stage

- Don't Update: The don't update option will save the chart of accounts association and apply the association on all future records that contain the item. Currently existing records will not be affected.

Bulk Saving a Bill Item's Chart of Accounts Association

There are two places to bulk save a bill item's chart of accounts association:

In the bill modal
On the bill detail page

Please Note: If the bill is in the Inbox, chart of accounts associations can only be bulk saved in the bill modal.

Bulk Saving in the Bill Modal

To bulk create chart of accounts associations in the bill modal:

In your CureMint account, navigate to Bills.
Find the desired bill and click on the Bill Number.
Click on the Edit Bill button on the Bill tab.
The Bill Modal will open.
Scroll down in the Bill Modal to the Line Items section.
Select the checkbox next to the desired Bill Items.
A Bulk Actions menu will appear.
Click on the Line Item Actions dropdown.
Click on the Edit Chart of Accounts option in the dropdown.

save-chart-of-accounts-bill-item-bulk-bill-modal

An Edit Chart of Accounts modal will appear.

save-chart-of-accounts-bill-item-bulk-edit-modal

Select a Chart of Accounts in the Chart of Accounts Dropdown.
Select the desired save options under the Associations section.
- Save all charts of accounts associations: By checking this box, the chart of accounts association will be saved and applied on all future records that contain the item. Currently existing records will not be affected.
- Update records with chart of accounts association: This option is only available if the first checkbox is selected. By checking this box, the chart of accounts association will be updated on existing records that contain the item that are one of the following:
  - An order without a linked bill
  - An order linked to a draft bill
  - An order linked to an open bill
  - A bill in the draft stage
  - A bill in the open stage

Please Note: Leaving both of the options unchecked will only update the current bill with the selected chart of accounts. The association will not be saved, existing records will not be updated, and future records will not automatically select the chart of accounts for the item.

Click on Done to save the associations.

Bulk Saving on the Bill Detail Page