Change of ledger accounts/receipt categories

What are ledger accounts?

If your company has an ERP integration with Lanes & Planes, ledger accounts are loaded on your Lanes & Planes profile.

These are used to correctly account the individual services such as invoices and receipts.

Document categories (e.g. taxi, refueling) are stored in the receipt management. Behind these receipt categories the respective correct ledger account is coded.

What are document categories?

If your company does not have an ERP integration with Lanes & Planes, the user can choose between different receipt categories (e.g. taxi, refuel).

How are ledger accounts/receipt categories changed?

If ledger accounts or document categories are to be changed, deleted or created, please open the ledger account/receipt category change form. Here you will be guided through all the points that need to be considered.