The value of goodwill services can now be journaled directly to a rectification nominal code in your Sage50 Accounts.
To make this change you need to set up a service goodwill department (you can create multiple departments if required, i.e. Goodwill – Sales, Goodwill – Service).
Ensure that you speak to your bookkeeper/accounts team before making a service goodwill department as it posts these jobs in a different way to Sage Accounts.
Go to Settings > Service> Defaults and either create a new service department, or edit an existing service department.
Tick the Goodwill option – this will allow you to select a rectification nominal code on the Nominal Purchase Codes tab.
Printing the invoice on a goodwill job will display the customer’s details along with a GOODWILL reference in red.
A customer’s copy can be printed, this will detail all the work undertaken on the vehicle along with a list of parts and oils, but will display no values.
After a goodwill service is invoiced and the Sage integration is run, the value of the job will be journaled to the rectification nominal code selected on the service goodwill department.
