Hello,
- Has anybody experienced any issues with lists when the main account is not the first segment of the account?
- Is it possible to copy a tree to use it as a template to create another one?
Thank you.
What issues?
Look at GL Accounts, Create Accounts
I am just wondering if masking the first segment is all it takes Etienne.
Oh ok, I misunderstood. My main problem with it is that the accounts are not sorted in account order if the first segment is not the account segment. So accounts listed in the finder and reports are not sorted in account order - not a big deal but an annoyance. Financial reports can also be tricky if the account is not the first segment. But that's all just personal preference really, everyone has their own ideas.
Thank you Etienne! As for the trees do you think I can use one as a template for another one, like we were able to do in FRx?
You can copy one tree using the Create Accounts function.
*Community Hub is the new name for Sage City