An Item has a blank sales account number (for Invoices)

An Item has a blank sales account number (for Invoices).

This error can occur when the GL mapping is missing from the Setup Tables in ConnectWise. & relates to the Income category of the product used in the Invoice.


Error Text: An Item has a blank sales account number.


Solution


Information you'll need..


1. Invoice number & relating company name from relevant invoice in ConnectWise that has caused the error.


Steps to take


From the GL Entries Tab of the Invoice that caused the error in ConnectWise follow these steps:


1.1 From the Invoice Search screen, click into the GL Entries tab of the invoice & you should be able to see an Account missing from 1 of the lines



1.2 Click into the Products tab & note which product corresponds with the amount you took note of in 1.1



Repeat process if necessary for multiple missing accounts. 


2.1 Search for the product. Take note of the Sub-category number of the product.



From the Setup Tables section of ConnectWise follow these steps:


3.1 Search the Tables for GL Accounts & click into it



3.2 Search the Record for the Sub-category number you took note of in 1.1



In this example, this needs to be a Revenue-Product/ Products: SubCategory/ 7.4 PROJ Consulting Service [I10}


3.3 Select an existing record that has the same Sub-Category & take note of the account numbers, then click Create New



3.4 Fill in the fields & save/close (this is the GL mapping)



3.5 Refresh by clicking Search. The account you just created will appear.



4.1 Once the GL mapping has been completed go back into the Invoice tab & change the Billing Status to GL - Reload & click Save, you will see the GL entries tab 'grey out'.



4.2 Now change the Billing Status to either 'Closed - Nil Invoice' (if it is for a $0 invoice), or 'Closed - (Company Name)' (if it is a $ amount invoice) to ensure the invoice is not sent to the client again & save.


5.1 Re-sync the Invoice to Xero




P
Paul is the author of this solution article.

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