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On this tab the following fields can be viewed:

 

hmtoggle_plus1Add

The   clip0014 button is enabled when one or more Account Codes are selected in the "Unlinked Account Codes" list box.

 

When the  button is clicked, the selected Account Code(s) are added to the "Linked Account Codes" list box.

 

When the clip0007 button is clicked, then all the Account Codes in the "Unlinked Account Codes" list box are added to the "Linked Account Codes" list box.

 

hmtoggle_plus1Apply

If the percentage of a linked Account Code was changed, clicking Apply will update the database with the change.

 

hmtoggle_plus1Change Percent

If an Account Code linked to a rule is selected, you may amend the percentage originally set in this field.

 

hmtoggle_plus1Class

Either Balance Sheet B or Income Statement I or both must be selected.  When you click on "Display", the list box populates with either Balance Sheet or Income Statement Account Codes or both depending on the class selected.

 

hmtoggle_plus1Display

Clicking this button will display all Account Codes for possible selection according to the selection criteria set.

 

hmtoggle_plus1Level

Clicking this button will display all Account Codes for possible selection according to the selection criteria set.

 

hmtoggle_plus1Linked Account Codes

The Account Codes linked to the rule selected is listed here.

 

hmtoggle_plus1Remove

The clip0008 button is enabled when one or more Account Codes is selected in the "Linked Account Codes" list box.

 

When the  button is clicked, the selected Account Code(s) are added to the "Unlinked Account Codes" list box.

 

When the clip0009 button is clicked, then all the Account Codes in the "Linked Account Codes" list box are added to the "Unlinked Account Codes" list box.

 

hmtoggle_plus1Status

Either Active A or Suspended S or both must be selected.  When you click on "Display", the list box populates with either Active or Suspended Account Codes or both depending on the status selected.

 

hmtoggle_plus1Tax

If required, a tax code may be selected.

 

Tax codes are populated with the active Tax Codes from the Tax Code table. When a Tax Code is selected, and you click on "Display", the list box populates with Account Codes linked to the selected Tax Code.

 

hmtoggle_plus1Unlinked Account Codes

The Account Codes available but not yet linked to the selected rule is listed here.