Ideas for Acumatica

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Add a notes field for each GL entry in the Chart of Accounts

To be able to record information related to the maintenance of the GL account.  Why was it added?  Made inactive?  If it was renamed, when and why.  What the GL should be used for.   All kinds of misc information that typically needs to be tracked for the COA.  We need to keep a separate spreadsheet of our extensive COA  in order to track all of this info, and it seems a shame since the Acumatica COA is the primary source that we're all reading.

When I say "notes", I don't mean the quick notes button available for transactions, but something larger that would display in the edit view (pencil icon) of the COA.  

  • Cerese Carlstrom
  • Aug 8 2019
  • Already exists
  • Attach files
  • Admin
    Feedback Admins commented
    September 17, 2019 06:44

    Dear Cerese,

    there are notes available on the Chart of Accounts (GL202500) form that can be utilized for the purposes you mentioned. This is standard functionality which is available for almost all tables in Acumatica.

    The process of attaching notes to records is described here: https://help-2018r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=3eac9b0d-0bf5-4763-8f59-e5e3097a74b9.

    If for some reason, this functionality does not work at your site, please submit a support request.

    Best regards,

    Olga

  • Cerese Carlstrom commented
    September 16, 2019 16:12

    Hi Olga;

    The requested data field is not transactional related and doesn't need to be seen anywhere except on the Chart of Accounts listing (or in a GI).  It's related specifically to the maintenance of the COA itself and doesn't impact anything else.

    Examples of info that could be recorded are included in the original idea:

    - Why / when was the GL made inactive?

    - Has it been renamed?  Why?  When?

    - What is the purpose of the GL?

    These are some of the types of things we regularly need to track (and our COA is probably more active than other companies).  Other clients may need to track other info, so a more free form "notes" field is preferable. 

    We've asked our business partner to add a couple of custom fields for us for now.

  • Admin
    Feedback Admins commented
    September 07, 2019 10:00

    Dear Cerese,

     

    What kind of information do you keep in GL account notes (provide an example please)? Where do you need to see this info:

    - On Journal Transactions form, for unreleased entries?

    - On Journal Transactions form, for all entries?

    - On data entry forms in subledgers (such as Invoices and Memos)?

    - In the table where you select an account for an entry to make sure that this is an appropriate account for this kind of entry?

     

    Thank you,

    Olga Anisimovich (Product Manager – Financials )