You can add in extra information for the nominal account that you are creating on the Settings Tab, like Reporting Codes and also identify a P&L Year End Code.
Populate the Settings Tab for a new account
Click Financials then click Account.
lick + New Record on the top right-hand side of the screen, then click on the Settings tab.
The Settings tab opens containing the Settings section which is explained below.
Populate the Settings Tab for an existing 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 Settings tab.
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.
The Settings section explained:
Option | Description |
Reporting Code |
|
Inactive |
|
P&L Year End Code |
|
Allow Zero Budgets |
|