Account Category
One record per account nature, listing the account categories under it.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Account Nature | The nature the categories belong to | Required. Locked after Create |
| Name | A name for the record | Unique |
| Category Type | The kind of category | Optional, from a delivered list |
| Predefined | Delivered with the system | Read only |
| Account Category (lines) | One category per line | Required on a line. Each once |
What it is connected to
The financial statements do not read this list. The category that groups the Income Statement is the one picked on Release Account in Legal Entity from the delivered reporting list.
If something looks wrong
- "Special Duties - Line ID: ... is duplicated with Line ID: ..." Despite its wording, it means two lines carry the same category.
- "Same Account Category already exists" / "Account Category with the same name already exists" Use another value.