In Vitae, for the management of accounting, admin can use the system configurations to allow the generation of accounting entries with the assistance of worktags and segments.
This requires the Enterprise Pro subscription. With this subscription, your organisation can contact MaivenPoint support to request to enable the functionality.
To enable the generation of accounting entries and configure the accounting entry generation settings, go to Admin > Finance settings and complete the Accounting entries upon invoice setting as well as Accounting management settings. For more details on the configurations, refer to How to configure finance settings?
Refer to the following sections to see how to manage the worktags and check the accounting entry generation.