The details tab is the default tab that opens when creating a new account record or editing an existing one.
Populate the details tab for a new nominal account:
Click Financials then click Accounts.
Note: The Nominal Accounts screen displays listing all your accounts. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.Click + New Account.
The Details tab opens containing two different sections:
Summary
Category
Populate the details tab for an existing nominal account:
Click Financials then click Accounts.
Note: The Nominal Accounts screen displays listing all your accounts. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.In the Code or Name column, click the hyperlink, the underlined text.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.Click on the Edit button at the bottom of the screen to set the record into edit mode, then click the Details tab which contains two different sections:
Summary
Category
Note: If you can see the Close button instead of the Edit button, it means that you don't have access to edit nominal account records.
Each section is explained below:
Section | Description |
Summary |
|
Category |
|