Accounts for Amounts

  • 06/02/2026
  • 6 minutes to read

The Accounts for Amounts page (previously known as Posting Setup) allows you to specify which accounts should be used as posting suggestions for the header amount fields that are captured in your incoming documents. The header fields that are listed on the page are displayed automatically by Continia Document Capture, and only header fields that have been categorized as amount fields will appear here – no text fields, date fields, or other types of fields.

If, for example, Amount Excl. VAT appears in the table of amount fields, you could set this field up to be translated (that is, mapped) to a certain G/L account number – such as 34100 – for the given document template. When an imported document is then assigned to this template and an amount is captured in the Amount Excl. VAT field for this document, the G/L account number you specified – 34100 – will be automatically suggested for any purchase or sales line that's created using the captured amount.

To set up Accounts for Amounts

To specify which accounts should be suggested as posting accounts for amounts captured in your incoming documents, follow these steps:

  1. Search (Search) for and select Document Categories.
  2. Click the relevant document category code – for example, PURCHASE – to open the document journal.
  3. In the list of documents, select the one whose template you want to edit.
  4. On the action bar, click Template > Accounts for Amounts to open the Accounts for Amounts page.
  5. In the table, go to the line of the amount field whose account mapping properties you want to edit.
  6. For the selected line, fill out the table fields as needed. The first table field (in the Field column) represents the document field that contains the captured amount which you want to map to a specific account type, account number, etc., when purchase or sales lines are created for this amount. For the remaining table fields, specify exactly which values you want to map the captured amount to:
    • Type - select the type of account you want to map the captured amount to.
    • No. - select the account number you want to map the captured amount to.
    • VAT Prod. Posting Group - select the VAT product posting group you want to map the captured amount to. This allows you to overwrite the default VAT product posting group.
    • VAT Bus. Posting Group - select the VAT business posting group you want to map the captured amount to. This allows you to overwrite the default VAT business posting group.
    • [Global dimensions 1 and 2] - select the dimension value(s) you want to map the captured amount to. This allows you to overwrite the default dimension values of the account type and number.

    Note

    Only the two preconfigured global dimensions are displayed as columns in the table by default, and you can only add and view values for these two dimensions directly in the table. However, you can add other dimensions and values as follows: Select the relevant line, click Related > Line > Dimensions to open the Line Dimensions page, and then select a dimension code and a dimension value code in the table. Although these additional dimensions and values are added, they're not visible in the Accounts for Amounts table by default. To make them visible, you must customize the table.

    • Deferral Code - select the deferral code you want to map the captured amount to.
    • Sustainability Account No. - select the number of the sustainability account you want to map the captured amount to. You can only edit this field if you select values for Type and No. that relate to sustainability.
  7. Repeat steps 5-6 for any additional amount fields whose account mapping properties you want to edit.

To customize the table

To add other dimension columns to the Accounts for Amounts table, personalize the page:

  1. Click Settings (Settings) > Personalize.
  2. In the upper-left corner, click + Field to open the Add Field to Page pane.
  3. Drag the relevant dimension field(s) from the pane to the table header.
  4. Click Done to close the Personalizing banner.

The dimension columns are added to the table. Note that you may have to refresh the page to see the new columns.

Tip

The dimension fields UOM Code and Variant Code may be particularly relevant for you to add to the table, as it's sometimes necessary to map amount fields to specific item variants (such as colors) or to certain units of measure (such as packs instead of pallets).

Using amount distribution codes