About Balance Sheet/P&L Captions
Balance sheet/P&L captions page allows you to group general ledger accounts into categories and create subtitle lines on accounting base reports.
Prerequisites
Create fiscal year.
Create cost centers.
Create general ledger accounts.
Required permissions
Module | Number | Description |
---|---|---|
General Ledger | 343 | Create or change captions |
Add line
Go to Accounting > Balance Sheet/P&L Captions.
Click New Record.
Line Number: The general ledger line number.
Sub Line Number: The general ledger sub line number. Note entering 999 will create a subtotal that sums all lines of the same line number.
GL Title: Text to describe the general ledger account.
Click Create.
Change line
Go to Accounting > Balance Sheet/P&L Captions.
Next to the line to change, select the checkbox.
Click Edit Selected.
Make desired changes.
Click Update.