Set up your own CIS ledger accounts

Create your own CIS ledger accounts 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. These also apply to transactions and contacts unrelated to CIS.

Set up your own CIS ledger accounts

1. From Settings, select Business Settings, then Chart of Accounts.
2. Select Add ledger 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.