Accounting master data

Where to find it

Accounting → Master data

✅ Common tasks

Browse master data

1. Open the Accounting → Master data page.

2. Switch between the ledger accounts, VAT codes, payment conditions, payment methods, and analytic accounts tabs.

3. Use the search field to filter the current tab.

4. Use pagination or infinite scroll to load more rows.

5. Check the footer for total items and blocked items.

Blocking is personal to your organisation view.

Refresh synced data

1. Open the tab you want to update.

2. Click Refresh.

3. Wait for the sync to finish before searching again.

Refresh re-reads data from your accounting connection; it does not change your accounting package.

Block or unblock items

1. Find the item you want to hide from booking and AI suggestions.

2. Toggle the block control for that row.

3. Click Save changes.

4. Include blocked items when you need to view them again.

For analytic accounts, blocked items are different from inactive provider items.

🔗 See also

• Invoice booking (accounting hub)

• Analytic accounts and cost centers

• VAT codes and VAT reasons

• Accounting connection settings

• Accounting integrations