Can I see what GL Accounts are on my Invoice?

Why yes you can!!

Note: You can only see the GL Entries tab on a Closed Invoice.

Go to the invoice that you would like to look at in ConnectWise PSA.  You will see there is a tab that says GL Entries on the top.

If you click this, it will show you which accounts that the invoice will post to when it is brought through Gozynta Mobius and goes to your accounting package.

It is essential to note this because if you were to make any changes to any GL Accounts relevant to a closed invoice. Those changes would not automatically show on that invoice. To allow those changes to show on a closed invoice you would need to do one of the following. Your first option is to re-open and re-close the invoice. Or you could go to the Accounting Interface within ConnectWise PSA and use the action dropdown to update the GL Entries.

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