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- Code: Financial account
- Account name: Description of the financial account
- Category: Type of financial account
- Subcategory: Subaccount that will be used in certain financial reports
To set up create a new account record, you may do one of the following:
- Right-click on a row to insert a new record.
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- and click on the last row to add a new record.
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| title | Related Configuration Flags |
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| Flag | Description |
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| CFGAccountGroups | When enabled, users will be able to run and post accruals per, report on, and filter various lists by Account Groups. | | CFGActEnableGLValidation | Have any selected Chart of Accounts check boxes (LOB, VES, VOY, PRT, DPT, I/C) be required fields for posting from the Transaction Data Entry form, where they appear as columns under Invoice Details. | | CFGPoolCommByAccount | When enabled, Pooling Management Fee and owner's commission calculation will be based on the amount in the accounts with Mgt selected in the Chart of Accounts. |
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