Non-transaction data

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Non-Transaction Data (NTD) links to 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.

When printing reports in Statutory Reporter, there are a number of Non-transaction data items that are pre-filled from the information you've already entered in your client's records or, from your practice's Maintenance settings. For example:

NTD Item	Where does the data come from?
Client Name	This comes from Pre Name and Main (organisations) or First Name and Last Name (individuals) fields in the client record. To edit these fields, open the client record and on the Main tab, click Edit Client Details.
ABN	The ABN field in the Main tab of the client record.
Firm Name	The Company field on the client's Responsibility tab. See Companies for information on adding or editing company details.
Firm Address	This is the address linked to the selected Office on the Responsibility tab. See Offices for information on adding or editing office details.
Director's Name	This is the name/s of the Director/s listed on the client's Associated tab. See Associated tab for details.

For a full list of the NTD Items and where the data comes from, head to our Data categories and data fields topic.

Client non-transaction data

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