This guide explains how to create your own CIS ledger accounts. You might want to do this for more detailed reporting or to match to a previous accounting system.

About CIS ledger accounts

You can create your own ledger accounts for CIS Labour or Materials.

You can utilise existing ledger accounts. This is if you haven't entered any transaction associated with that ledger account.

You can only select CIS Labour and Materials ledger accounts when entering sales and purchases invoices or credit notes. We hide these when entering Quick Entries, Other Payment, or Other Receipt transactions.

You can't use the default ledger accounts set up for sales and purchases in Record and Transaction settings. This is because these are also used for transactions and contacts that are not related to CIS.

Set up your own CIS ledger accounts

1. From Settings, select Business Settings, then Chart of Accounts.
2. Select New Ledger Account and enter the details. Or select an existing ledger account and edit.
3. Choose the Category. 
4. The ledger accounts must have one of the following categories:
   • For CIS Labour, use Sales or Other Income
   • For CIS Materials, use Overheads or Direct Expenses
5. Choose Enable CIS on this ledger account. 
6. This makes this ledger account available when entering transactions for CIS contacts.
7. Select Save.