Thursday, April 18, 2019

Entity vs. Entity (Line) and Account vs. Account (Line) in Report Customizations

The Entity and Account fieldssource from the name and account field values in the Main Line of atransaction. 

 

Example:Customer Invoice

Account

Entity

Account field : Accounts Receivable account

Customer field : Name

 

 

The Entity (Line)and Account (Line) fields source from the name and account field valueswhether in the Main Line or Transaction Line Item level

 

Example:Vendor Bill

Account (Line)

Entity (Line)

Account field : Accounts Payable account

Vendor field : Name

Expenses sub tab : Expense accounts

Customer/ Project column : Name

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