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Further classification of expenses / income accounts

  • August 9, 2023
  • 1 reply
  • 62 views

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  • Sidekick (Partner)

Does anyone know how and where can we add a column to further classify the above-mentioned in IFS?

Best answer by Furkan Zengin

Hi,

You can create multiple account types for classification. Set logical account type correctly (expense or revenue etc).

You can create a code part attribute based on account and group the accounts in the attributes. If you need to see grouping information on accounts window basically add the attribute info as custom object.

One last option is to add custom field with enumeration and classify accounts.

Hope this helps

 

1 reply

Furkan Zengin
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • Answer
  • August 9, 2023

Hi,

You can create multiple account types for classification. Set logical account type correctly (expense or revenue etc).

You can create a code part attribute based on account and group the accounts in the attributes. If you need to see grouping information on accounts window basically add the attribute info as custom object.

One last option is to add custom field with enumeration and classify accounts.

Hope this helps