Field descriptions: Account

This page describes the fields on the Account page. The fields on each tab are listed in alphabetical order.

General tab

Field	Description
Active	You can only use this account to post if it is active.
Chart of accounts	Select the chart of accounts for this account.
Control	If this is a control account, switch to ON. The default value is OFF.
Direct entry forbidden	The default value is OFF. This switch is set to ON to indicate Direct posting forbidden for this account. In that case, the entry is created from another account posting such as an AP or AR invoice. Typically, this should be ON for AP and AR accounts.
ID	Full account ID.
Name	Name as it appears in your financial solution.

Tax management block

Field	Description
Tax management	The tax management rule needs to be Other unless the chart of accounts is for French or German legislation. For French or German legislation, you can select the appropriate tax management for the given account.

Required dimensions block

The grid in this block display required dimensions and attributes assigned in Sage Intacct at the GL account level.

DATEV tab

This tab displays for German companies if the DATEV service option is ON.

Field	Description
Automatic account	If you select this option, the tax is automatically managed when exporting a transaction for this account.
DATEV ID	The account ID, which respects the DATEV configuration settings.
Tax	This field is available if Automatic account is ON. Enter the tax code expected for the account in the DATEV chart of accounts. If the tax code specified here differs from the one in the transaction, an error message displays during export and you can correct the issue.