My client is requesting to have different sales account for different classes. I know we can set this by default at accounting preferences. But how do i achieve this or is this even suggestable
m
MGBC
09/27/2023, 12:38 PM
GL segmentation (like classes) are meant to avoid the need to make multiple accounts. So having 1 sales account that is segmented by class is how the were intended to be used
MGBC
09/27/2023, 12:39 PM
I think you would need the custom gl lines plugin to achieve this but it doesn’t make sense why they would want it
d
Deepthi
09/27/2023, 12:43 PM
Thank you. I will check gl and also convience them for one account segmented by class
s
Sam-I-Am
09/27/2023, 3:51 PM
you can also look into custom segments (GL impacting) which can extend the class segmentation further for reporting
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Deepthi
09/27/2023, 3:52 PM
Makes sense. Thank you. I will have to further make scenarios.