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Exact Synergy Enterprise   
 

Modifying G/L Account Category

Introduction

You can activate or deactivate and modify G/L account categories in your company.

Menu path

Go to Financial/Setup/Master data/Categories, and then click a category code.

Roles & rights

To create and modify G/L account categories, function right 29 – Maintain Account Categories is required. Users with the General Manager and Controller roles have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Save

Click this to save the changes.

Close

Click this to exit.

Description

General section

Description

Type the name of the category. This will reflect the type of G/L account category.

Active

Select the check box to activate the category. To deactivate the category, clear the check box.

Add

Click this to add a subcategory. For more information, see Creating and Modifying G/L Account Subcategory.

Related document

·         Creating and Modifying G/L Account Subcategory

·         Overview of G/L Account Categories

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.639.968
 Assortment:  Date: 15-12-2010
 Release:  Attachment:
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