Page 13 - Unanet AE: Introduction to Project Management

Field Descriptions
• Code - Account Base Code. A unique number for each account.
• Re-Code - The Re-Code link allows the user to change the code for an existing
General Ledger account. It prevents the accidental changing of an account code.
Clicking this link will open the account Code field, making it editable. To re-code,
enter the account’s new identification code and click Save. The account code will
then be changed here and on all related entries and transactions throughout the
system.
• Name - Account Base Name.
• Description - Description of the loaded Base Account.
• Active - When checked, base account is active.
• Can Be Used without Org. Units - When checked, the base account does not
require an organizational unit to form a valid General Ledger account.

Properties Tab
The Properties tab manages the properties of the G/L Accounts. Unanet AE
categorizes project management amounts through the Chart of Accounts. It
accomplishes this by using two major properties assigned at the account level. These
two properties are Metrics and Project Management Types (PM Types).

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