Actions
This section shows the actions available in the Local Charts of Accounts workspace.
Top Pane
Field | Description |
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New Local Chart of Accounts | Use this action to create a new local chart of accounts. This action is always available. |
Delete Local Chart of Accounts | Use this action to delete a local chart of accounts.
Note: A local chart of accounts can only be deleted if it is not used by any company. Deleting a local chart of accounts also deletes all associated local accounts and thus the local chart of accounts can only be deleted if all associated local accounts can be deleted. |
Bottom Pane
Field | Description |
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Add Local Account | Use this action to create a new local account and associate it with the current local chart of accounts. Each local account name/number must be unique within each local chart of accounts. |
Delete Local Account | Use this action to delete the local account. The local account can only be deleted if it is not referenced from any master or posted data. |
Parent Topic: Local Charts of Accounts Workspace