8. Export policy

Two settings that decide how strict beres is about line-level codes. Admin only, at Settings → Export policy (/settings?panel=policy).

These settings apply on targets that book lines by stock item — SQL Account (eStream) and AutoCount Cloud. On SQL Account ARAP, lines are booked by GL account instead, and the panel shows an explanation in place of the settings.

Require an item code on every line

On — every line must carry a stock item code before the document can be exported. Documents with unmatched lines stay Blocked until someone picks a code.

Off — lines can export without an item code, falling back to the GL account instead.

Turn it on if you track inventory. A purchase invoice line without an item code doesn't move stock, so a missing code silently breaks your inventory figures. Being blocked at review is much cheaper than discovering the gap at stock-take.

Turn it off if you don't. Forcing item codes on an organization that books everything to an expense account just creates work.

Fallback GL account

The account used when a line has no item code — either because the setting above is off, or because the target books by account.

Set this to a general purchases or expense account. It is a safety net, not a filing decision: everything landing here needs reclassifying later, so if you find most lines using the fallback, that's a signal your master data is incomplete rather than that the fallback is working.

Choosing between them

Starting permissive and tightening later is easier than the reverse: turning the requirement on mid-stream doesn't retrospectively block documents you've already exported.