Configure Auxiliary Accounting
Last updated
Last updated
This page illustrates how to add, edit and delte auxiliary accounting fields in the Auxiliary accounting management module. It includes setting field types, adding customized options, and managing fields used in bookkeeping
On the project homepage, navigate to the Ledger page.
In the Ledger page, find and click the Auxiliary Code option on the top.
Find and click the "Add New" button located at the upper right corner to open the Add Auxiliary code window.
Enter the desired Auxiliary code name.
Select the Auxiliary code type: You can create fields with data from Counterparty or your own Custom Options.
For Custom Options, enter options in "+Add new option".
Click on "Save" and the Auxiliary code is added
Find the "Pencil" icon located on the right side of the Journal type and click to open the Edit Auxiliary code window.
For Auxiliary codes with Counterparty type, only the name can be edited.
For Auxiliary codes with Custom Option type, both the name and options can be edited.
Find the "Thrashcan" icon location on the right side of the Auxiliary code and click to delete it.
Auxiliary codes that have already been used in bookkeeping cannot be deleted.