Inserting an account group amount
Accountants Enterprise only
Open the practice template for editing. See Opening a practice template for editing.
Position the mouse cursor in the practice template where the new field is to be inserted.
Click Insert Field on the toolbar.
or
Select Insert > Field on the main menu. The Insert Field window opens.
Select Account group amount.
Click OK. The Account Group Amount window opens.
Enter a Field name for the Account Amount field. The Field name is automatically filled when the Account Group Amount window opens. You can accept the default or overwrite it. The system will allocate the next sequential number prefixed by a N for account group
Select Account group amount.
Click OK. The Account Group Amount window opens.
Enter a Field name for the Account Amount field. The Field name is automatically filled when the Account Group Amount window opens. You can accept the default or overwrite it. The system will allocate the next sequential number prefixed by a N for account group fields.
If you decide to overwrite the default Field name, then enter a unique Field name. Conditions for the Field name:
It is limited to a maximum of 30 alphanumeric characters.
It must not start with a number, as this affects the calculations.
It must not contain any spaces.
It may contain an underscore as part of the name.
It is not case sensitive.
Select the account group by clicking the Select account group button. The Select Account Group dialog box is displayed.
Search for the account group by entering the name in the search field, or browsing through the folder tree.
Highlight the group you wish to select.
Click OK. The Account group is displayed under the button.
Select the Expected amount sign. The amount will be displayed as a positive number if it has the selected amount type.
Select the Account group display details.
Select the appropriate Format option from the drop-down for how the account balance is to be displayed.
The default option is Number - 2 decimal places. The Number - 2 decimal places and the Number - no decimal options display with no formatting and no commas, e.g., 2478.55. The Currency option displays the account balance with a thousands separator and a currency value as set by the regional settings, e.g., $2,478.55. With all options, negative numbers are displayed with a leading minus sign, e.g., -2478.55.
Tick the Include comma separators checkbox if you want to include a comma as a thousands separator.
If you select Currency from the Format drop-down, this checkbox is disabled.
Select the Show this number when zero option, if required.
Select Allow manual override on Workpaper if you wish to have this value overwritten on the workpaper.
(Australia) If this calculation is to be mapped to a Tax Return field, select Field to be mapped to Tax Return. The Tax Return field mapping code field is editable. Select the Tax Return field mapping code.