Actions

This section shows the actions available in the Local Charts of Accounts workspace.

Top Pane

Field Description
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
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.