Reference: Settings for Account Groups
Field | Description |
|---|---|
Code | Any combination of numbers, letters, and underscores. |
Name | Any combination of letters, numbers, and special characters. Overrides the display name of the account for dashboard charts when the account name is long. |
Short Name | Any combination of letters, numbers, and special characters. Overrides the display name of the account for dashboard charts when the account name is long. |
Rolls up to | Identifies the parent group. Group accounts can only roll up to other groups or the root account. |
Account Attributes | Available if your model has account attributes. Tags the account with attributes. The number of drop-down prompts match the number of account attributes available in your model. |
Start Expanded |
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Data Entry Sheet Type |
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