PS Help: Client Accounting Help
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Non-Transaction Data is client specific data values that are required for the financial statements but are not derived from account balances in the client ledger; for example, names and dates.

There are two types of non-transaction data that can be configured:

  • Practice non-transaction data preferences.

  • Client-specific data values.

 
Related topics

Practice non-transaction data preferences

Client non-transaction data

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