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Author Topic:   Multiple account names
FN_User
Member
posted 08-22-2000 12:14 PM     Click Here to See the Profile for FN_User     Edit/Delete Message
Is it possible to have multiple account names within different categories. For example:

Current Assets
--XYZ Stock
Other Assets
--XYZ Stock

[This message has been edited by FN_User (edited 08-22-2000).]

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Renee
Member
posted 08-22-2000 12:21 PM     Click Here to See the Profile for Renee   Click Here to Email Renee     Edit/Delete Message

Each account name must be unique, no matter where it is located in the chart of accounts. Even a small difference, such as a number or a space, will work.

For example, the following are all different enough that each would work as an account name:


  • XYZ STOCK #1
  • XYZ STOCK A
  • XYZ STOCK 11-99
  • XYZ STOCK/JOHN

This would be an excellent situation in which to use Account Qualifiers, a powerful and under-used feature of Financial Navigator. For more information on Account Qualifiers, please refer to FN Help or to the Account Qualifiers Forum, which appears in the Account Management category.


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Renée Trudeau
Financial Navigator Service Provider

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