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Financials – G/L

The ledger everything else posts to.

  • Journal, chart, periods, year-end close
  • Budgets and budget vs actual
  • Bank reconciliation and Plaid feeds
  • Statement designer, Ask for a report

Account

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Account
A ledger account’s edit form on its Details tab: the code, name and description under Account, beside the type, subtype and intercompany counterpart under Classification, with notes that the code, type and subtype are fixed once the account exists, Cancel and Save changes buttons, and tabs for the account’s GL transactions and budget

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