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Author
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Topic: New groups and categories
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FN_User
Member
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posted 07-10-2000 01:55 PM
 
How do you add groups and categories?
For example, if I want to categorize new assets under a new category that I didn't have when the chart of accounts was set up.------------------
This question was received by Financial Navigator Int'l Technical Support.
We posted the question and its answer here because Navigator User ForumParticipants may find this information helpful.
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fni_support
Moderator
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posted 07-10-2000 02:08 PM
It's important to understand the distinction between the Custom Chart of Accounts and the Master Chart of Accounts. The Custom chart shows only the groups and categories you're using. The Master chart shows everything. If you're selecting a group or category you've never used before, you need to go to the Master chart.
In order to add a group, go to the Master Chart of Accounts and rename a User Defined group.
In order to add a category, go into the Master Chart of Accounts and select the category you wish to use.
Now that you've added the group or category, you will need to add an account in that category before it will show up when you access the Custom Chart of Accounts.------------------
Financial Navigator Int'l
Technical Support [This message has been edited by John (edited 07-10-2000).]
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