Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Used to sequence the accounts on the same level in the reports. 

Balance

Shows balances calculated when Financial Periods are closed.

Creating new GL Accounts

Right click - create new.

Deleting Accounts

Accounts can only be deleted if there are no transactions in the account.

To move all transactions out of a GL Account 

Select the Account that transactions are to move to.

NAV to Reports Tab

Run the Account Usage Report

Right click on the account that you want to move transactions from

Image Added

Making Accounts unable to Accept any new transactions

 

 

...

Image Added

Removing Visibility in other Host Companies

The system has a list of all the Host Companies in the system that are using the COA - untick the visibility if it is not to appear in that host company. 

Filter by label (Content by label)
showLabelsfalse
max5
spacesGH
sortmodified
showSpacefalse
reversetrue
typepage
labelsfinance

...