Viewing Permanent Account Properties

The Application administrator must define the Permanent Accounts properties in metadata as described in the previous section, using the UD keywords or applicable DataCategoryTopMember. Users can view the properties information in the Permanent Accounts Properties screen.

Permanent Account Properties screen

To view Permanent Account Properties, from the Tax Provision menu, select Settings, and then select Permanent Differences, or select it from the Application Tasks list.

The Permanent Accounts Properties screen automatically displays the following base members for these parent accounts:

  • NIBTBA

  • NIBTBR

  • PermSTTotal

  • PermGSTotal

  • RPermTotal

  • TaxAttribTotal

  • CurrentAddtlSrcTotal

  • CurrentAddtlManualTotal

  • CurrentAddtlCalcTotal

  • RTaxCreditTotal

  • RTaxAttribTotal

  • RCurrentAddtlSrcTotal

  • RCurrentAddtlManualTotal

  • RCurrentAddtlCalcTotal

For each account in the row, the system displays all the applicable properties defined in metadata. You can choose to display the Account Description (default), or Account Label, or both.

You can also rearrange the columns or suppress any columns.

The default value for each property is displayed if the UD keyword entry is not set in metadata.

This screen is view-only. You must make any changes in the metadata file and then reload the file into the application. You must recalculate data if there are property changes.