PERFORMANCE CANVAS

The Best Practice in Financial Control - EPM, CPM, Budgets, Reports, Plans, Dashboards, KPI Management, Scorecards & Consolidation

User Tools

Site Tools


pcfinancials:tech:installguide:accounttypetranslate

Step 5.7 Translate AccountTypes (r1.3)

In the Translate AccountType form you map Categories from the ERP system to the AccountTypes that are used in pcFinancials.
The translation is based on information in the ERP system. Normally it's correct by default.

  • If you click on a row in the AccountType column you will get a combobox with available AccountTypes to select from.
  • Important - If not all the rows are correctly setup, the figures will not be correct.
  • To save, click on another row.
Field Description
CategoryID The account category in the ERP system
Description The detailed information of the category
Account Type These are the 5 account types used in pcFinancials: Asset, Equity, Expense, Income & Liability


Integration complete

When all the steps have run successfully, the integration is completed.

pcfinancials/tech/installguide/accounttypetranslate.txt · Last modified: 2016/07/21 16:32 by pcevli