Account

Type

• "-" (dash) - System default entity, indicating absence of relation to an entity
• Default Account Type (com.finmars.standard-other:accounts.accounttype:default) - One and only multipurpose account type which is provided by default for every accounts.

User Attributes

None

Entities

• "-" (dash) - System default entity, indicating absence of relation to an entity
• Account (Provisional) (account_provisional) - Interim account for cash in transfer: after recognition but before actual movement.

Entity Viewer Layout

• ACCT (com.finmars.standard-layouts:accounts.account:acct)
  • User code (user_code) - unique code for the entity
  • Type (type) - account type
  • Short name (short_name)
  • Name (name)
  • Public name (public_name)
  • Notes (notes)

Form Layout

• Entity Header
  • Account - Complex Field which include user_code and different Name fields
  • Type - account type
  • Status - Enabled/Disabled/Deleted (Disabled is when it's excluded from reports)
• Layout Tabs
  • General
    • • Notes
• System Tabs
  • None

Import Scheme

• STD - ACCT (com.finmars.standard-import-from-file:accounts.account:acct)