AutoCount InterCompany Billing Setup Guide
Understanding InterCompany Billing Plugin
AutoCount InterCompany Billing Plugin streamlines cross-entity accounting by automating document synchronization and batch postings across multiple connected AutoCount databases. Users can map source transactions directly to corresponding target documents—such as converting Sales Invoices into Purchase Invoices or Purchase Orders into Sales Orders—configure header and detail field mappings, enable automatic batch creation, and enforce strict role-based access control to maintain multi-entity financial consistency.
Benefits of Using the InterCompany Billing Plugin
Automates cross-entity document generation across multiple connected company databases
Maps source transactions directly to target documents with custom field controls
Streamlines multi-document transfers with batch inquiry and posting progress tracking
Synchronizes missing batch numbers and cost items automatically to target entities
Protects intercompany configurations and postings through role-based access control
How AutoCount InterCompany Billing Plugin Works
A. Access Rights
The InterCompany Billing menu and screens are controlled by AutoCount access rights. Give usersaccessto the functions they need before they start using the plugin.
1. Open AutoCount access-right settings.
2. Locate SL Plug-In > Intercompany Billing.
3. Enable the required rights for Intercompany Billing Mapping, Batch Document Posting, BatchDocument Posting Settings, and License Info.
4. Save the access-right settings and ask the user to sign in again if the menu is not shown.
B. Plugin Functions
B.1 Intercompany Billing Mapping
Use Intercompany Billing Mapping to enable a billing module, set the target account books, and maintainsource-to-target field mapping.
1. Open the SL Plug-In > Intercompany Billing menu.
2. Select Intercompany Billing Mapping.
3. Select a module in the module list.
4. Tick the module to enable it, or clear the tick to pause it.
5. Click Save to apply the changes.
B.2 Select Target Books
The Target Books tab lists the account books that can receive the intercompany document.
1. Open the Target Books tab.
2. Tick the target account book that should be used for the selected module.
3. Review Server Name, Database Name, and Company.
4. Use Show all target books when you need to display all available target books.
5. Review the Connection Details panel for the selected target book.
B.3 Configure Field Mapping
The Field Mapping tab controls how source fields are carried to the target document.
1. Open the Field Mapping tab.
2. Select Header or Detail in the mapping section.
3. Review Source Field and Target Field.
4. Use Show all fields to display fields that are not currently selected.
5. Save the mapping changes.
C. RMA Request
RMA Request records a customer return request before the returned goods are received. 1. Open RMA > RMA Request and click New.
D. Batch Document Posting
Use Batch Document Posting to find unposted source documents and transfer the selected documentstothe configured target account book.
1. Open the SL Plug-In > Intercompany Billing menu.
2. Select Batch Document Posting.
3. Select a Batch Module.
4. Set the document filter, such as Document No, Document Date, Debtor Code, or the relevant
document selector.
5. Click Inquiry to list the available documents.
6. Select the documents to transfer.
7. Click Transfer to create the target documents.
8. Review the Batch Posting Progress panel and the Post Status and Result columns.
D.1 Open Mapping Settings from Batch Posting
You can open the mapping screen directly from Batch Document Posting when you need to reviewtheselected module configuration.
1. Click Mapping Settings.
2. Review or update the module, target books, or field mapping.
3. Click Save, then return to Batch Document Posting.
E. Batch Document Posting Settings
Use Settings to define the target account book, creditor code, default WCost item, and posting optionsused by batch posting.
1. Open the SL Plug-In > Intercompany Billing menu.
2. Select Settings.
3. In Batch Post Settings, select the Post Sales Invoice to Account Book.
4. Select the Post AP Invoice to Creditor Code.
5. Select the Default WCost Item Code when required.
6. Select Create missing batch numbers in the target account book when the target book must receivemissing batch numbers.
7. In Auto Transfer, select Enable Auto Transfer (auto-posted source documents) when this functionisrequired.
8. Click Save.
Frequently Asked Questions
What does the InterCompany Billing Plugin do?
It automates cross-company document transfers between related AutoCount databases, converting transactions such as Sales Invoices into Purchase Invoices or Purchase Orders into Sales Orders.
Why should I use the InterCompany Billing Plugin?
It eliminates double-entry errors between entities, preserves exact document mapping, accelerates month-end reconciliations, and supports batch processing across multiple subsidiaries.
How do I configure target company databases and field mappings?
Go to Intercompany Billing > Intercompany Billing Mapping, select and enable your desired transaction module, assign the target account book under Target Books, and match header and detail fields under the Field Mapping tab.
How do I post documents in batch to another account book?
Open Intercompany Billing > Batch Document Posting, choose the module and document filters, click Inquiry, select the unposted transactions, and click Transfer.
Can the plugin handle missing batch numbers and cost items in the target company?
Yes, under Intercompany Billing > Settings, you can specify a Default WCost Item Code and enable Create missing batch numbers in the target account book to synchronize data smoothly.
Can source transactions be posted to target entities automatically?
Yes, enable Enable Auto Transfer (auto-posted source documents) in the plugin Settings to trigger automated postings upon saving source entries.
Start Streamlining Your Intercompany Billing Today!
This plugin enables us to synchronize cross-entity transactions between connected company databases, converting invoices, orders, and receipts with customized field mapping. We can efficiently automate batch document transfers, resolve missing batch numbers and cost items smoothly, and maintain complete audit trails across subsidiaries through secure role-based access control.