Re-Leased supports description lines for specific accounting providers. Description lines created in the supported external accounting providers will be synced to Re-Leased, and any description lines created or edited in Re-Leased will be synced out. A description line is a zero amount line for information purposes only.
Description lines must have a DESC- Description Line Account. Theis is automatically created by Re-Leased and added to the Chart of Accounts list during a sync once Description Lines functionality is enabled.
Supported Integrations
- QuickBooks Online Income Invoices
Unsupported Integrations
Integrations that do not support description lines will require lines to have a non-zero amount.
How to Handle Incoming Invoices
When dealing with incoming invoices, description lines should be clearly marked and have specific settings:
- The Account should be set as DESC- Description Line by default.
- The Tax Type for description lines will be automatically set to No Tax.
Note: You will not see fields related to description lines on the Invoice screen until the invoice is edited.
Creating Description Lines in Re-Leased
Creating a description line comprises a few straightforward steps:
- Create a new line and select the DESC- Description Line Account.
- Enter the desired text in the Description field.
- Make sure the Unit Price is set to 0.
Editing Description Lines
If a description line requires updating, here is how you can edit it:
- Locate the description line within the invoice.
- Modify the Description field as necessary.
Keep in mind that changing the line's Account from 'DESC' will transform it into a standard line, which will then require an input for the amount.