Add G/L Accounts to New Org Unit

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Description


After running the action, G/L accounts that have not already been added will be added to new org units. Will throw an error message if unsuccessful.

 

Suggested Setup/Usage


This action can be added to the sidebar under various modules within InFocus (i.e., General Accounting). For more on adding this action to the sidebar, click here. Corresponding permissions must be added to the action to be visible to users.

 

Prompt


 

Add G/L Accounts

Org Unit  - The Org Unit with which new G/L Accounts will be added
Include Income Accounts - Checking this includes all accounts marked as "Income". This can be found in "General Accounting" -> "Chart of Accounts" under "Financial Type"
Include Expense Accounts - Checking this includes all accounts marked as "Income". This can be found in "General Accounting" -> "Chart of Accounts" under "Financial Type"
Only with a Project Metric - If checked, only includes accounts that have a Metric Type assigned. This can be found in "General Accounting" -> "Chart of Accounts" under "Account Type" -> "Other/Metric Type"