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

  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 the item or 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