A Non-Financial Transaction is an Invoice that is not booked into the Accounting System. It can be used in various scenarios and purposes, for example, writing off time records.
A Non-Financial Transaction in LEX247 does two things.
- Invoice is not sent to the Accounting System.
- Invoice receives an unofficial Invoice number.
1. Non-Financial Transactions are 'Invoices' - while not sent to the Accounting System, it will appear in the Invoices-view in the Main Card, Case Card, Client Card and Payer Cards. However, unlike official Invoices, Non-Financial Transaction Invoices do not wait for payment. They will also appear in Reports.
2. Ensure that you are a User with 'Accounting'-rights to be able to edit Invoices.