RE: Simple Question

When creating a Journal Entry debit or credit, the Account is obviously mandatory, as is the dollar amount, which makes perfect sense.    However, the Location and Class are also mandatory, which is a problem.   How do I make these optional and not mandatory?

UCN Rookie Asked on October 30, 2019 in Administration.

I believe you can edit the form and uncheck the mandatory field.

In the top right corner of the Journal Entry form. Click on Customize > Customize Form.

Then look under the Screen Fields subtab for the field in question and uncheck the Mandatory box.

on October 30, 2019.
Add Comment
1 Answers

There is an accounting preference for this “Allow empty classifications on Journals” (or something to that effect)

 

This will allow you to keep the accounting preferences making it mandatory everywhere in place, but allow an exception for journals.

If you don’t wan them mandatory everywhere, then you can uncheck the “Location is Mandatory” and “Class is Mandatory” accounting preferences.

Advanced Answered on October 30, 2019.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.