Definition: What is it?

The 'Financial Account' submenu is the first of four submenus used in the creation or update of a Financial Account. On the creation or update of a Financial Account it is the default screen that is displayed.

What is it used for?

It can be used for updating the basic details of a Financial account such as:

  • Type of Account (eg Deposit, Investment, Gift Certificate)
  • Account Status (Active, Frozen, Cancel, etc)
  • Account Name and Code
  • Currency 
  • Owner Party ID
  • Default GL Account for Posting
  • Replenishment Level

What's on the screen?

 TO DO
 

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