Global Settings

If certain accounts are classified equally across subsidiaries, you can use global mandatory classification settings at the Account level.

To use global mandatory classification settings:

  1. Go to Lists > Accounting > Accounts.

  2. Click Edit on the account you want to classify.

  3. Select the Mandatory Department and/or Mandatory Class in the respective fields.

  4. Click Save.

Mandatory Classifications

The classifications defined at the subsidiary or global (account) level are displayed on a transaction line in the Department and Class columns upon selecting the item or account . The fields are greyed out, so it is not possible to edit them:

Related Topics:

General Notices