Editing what Accounts are listed in CarVue's Job Cards, Invoices, Credit Notes and Purchase Orders

Within CarVue, when you are adding products and labour lines to a Job Card, Invoice or Credit Note, you'll notice a dropdown option for selecting an Account.


The Account codes and names that appear in the Account dropdown is determined by your Chart of Accounts settings (read more about setting those up here...).
CarVue automatically pulls through all Account Types of Revenue and Asset to all of your jobs, invoices and credits. If you want to change what Accounts are listed here, go into Chart of Accounts > Settings and select or add an account with either Revenue or Asset as the type. This will then pull through onto your documents.

Likewise, when setting up Purchase Orders, you'll see an Account dropdown, like this:


As with Sales, Purchase Account codes and names that appear in the Account dropdown is determined by the way you choose to configure your Chart of Accounts.
CarVue automatically pulls through all Account Types of Expense and Asset to all of your purchase orders. If you want to change what Accounts are listed here, go into Chart of Accounts > Settings and select or add an account with either Expense or Asset as the type. This will then pull through onto your documents.

Want to know more?

Check out our guide to setting up new Accounts and Payment types

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