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 next to the account you want to classify.

  3. Do one of the following:

    • From the Mandatory Department list, select the applicable mandatory department.

    • From the Mandatory Class list, select the applicable mandatory class.

  4. Click Save.

    Example of account settings on an Account record page.

Mandatory Classifications

The classifications defined at the subsidiary or global (account) level are displayed onto transaction line upon selecting an item or an account. The fields are greyed out, so it is not possible to edit them:

Department and Class fields in the Items subtab.

Related Topics:

Accounting Preferences
Subsidiary Specific Settings
Script Deployment

General Notices