Account Classification Rule Summary Page

This page is the gateway to the Account Classification Rule feature and related functionality. To access this page from the LHS menu, click Maintenance, then click IFRS 9 Rules, and then click Account Classification Rules. You can navigate to other pages that are related to Account Classification Rule from this point.

Figure 4-112 Account Classification Rule Summary Page

The Account Classification Rule Summary page displays the following columns:

Table 4-44 Account Classification Rule Summary Page – Fields and Descriptions

Column	Description
Name	Displays the Account Classification Rule's short name.
Add	Click the Add icon to create a new Account Classification Rule.
Delete	Click the Action icon adjacent to the definition and then select Delete to delete it. Additionally, select the definitions that need to be deleted and then click the Delete button.
Action	Click the Action icon that contains the Refresh icon to refresh the summary page or the Help icon to view the help page for this feature.
Export	Click this icon to export the list of definitions in a .csv format.
Column	Click the Columns icon to open the Columns window. In this window, deselecting the check box for a column will hide it from the page. Select the check box again to reveal a field or click Restore Defaults to restore the columns to it's default state.
Search	Use this field to search for an Account Classification Rule to View, Edit, Copy (Save As), Delete and find the Dependency Information. For more information on using this feature, see the Search an Account Classification Rule section.

The Account Classification Rule pane on the Account Classification Rule Summary page displays the list of Account Classification Rules and offers several actions that allow you to perform different tasks. The following tasks are available for the Account Classification Rules in the Action column.

Table 4-45 Account Classification Rules – Icons and Descriptions

Column	Description
View	Click the Action icon adjacent to the Account Classification Rule Name and select View to view the contents of an Account Classification Rule in read/write format.
Edit	Click the Action icon adjacent to the Account Classification Rule Name and select Edit to edit the contents of an Account Classification Rule in read/write format.
Save As	Click the Action icon adjacent to the Account Classification Rule Name and select Save As to create a copy of an existing Account Classification Rule.
Delete	Click the Action icon adjacent to the Account Classification Rule Name and select Delete to delete an existing Account Classification Rule.
Dependency Information	Click the Action icon adjacent to the Account Classification Rule Name and select Dependency Information to check the higher and lower order dependencies for an existing Account Classification Rule.