I often have clients create parent/children accoun...
# accounting
k
I often have clients create parent/children accounts to accommodate for additional roll ups under the standard categories to minimize the amount of customization on the financials that must occur - for this I'd recommend making sure your "summary" account box is checked on those parent accounts so they can't be booked to directly.
b
Thanks for all the info, much appreciated!
j
Just bear in mind you can only have a summary account if all the accounts under it are the same type