Account window

Options are:

• Active: The account is available for use.
• Inactive: The account cannot be used, but it remains in the database and continues to appear on reports.

The name of the account

A number or identifier for the account

The category where you want the account to appear on financial reports

The group associated with this account

You can use an account group on reports to subtotal or summarize information for a group of accounts.

If selected, it allows journal entries. To ensure that accounts such as Cash, Receivables, and Payables remain in balance with their ledgers, clear the check box to disallow journal entries.

It controls whether the debit or credit column is active when you enter your beginning trial balances, and how amounts print for reporting.

It is automatically selected if you select an account type that normally has a debit balance.  

Project distribution:

Appears on Expense or Other Income accounts if the DPE/overhead distribution method is based on direct labor costs or hours.

If selected, indicates that you want Ajera to use the amounts in this account to calculate the DPE markup percent for project reports. Does not affect financial reports.

A department associated with the account

The category of the attachment

An attachment category is a group of files with similar characteristics (for example, RFPs). You can set up categories if your security settings give you access to them.

The name of the attachment