[GNC] How to best set up account structure for multiple Tax IDs?
Adrien Monteleone
adrien.monteleone at lusfiber.net
Mon Sep 3 12:49:56 EDT 2018
I’m not certain about allowable characters but the Account Code is used for sorting. Formal accounting procedures use somewhat standardized charts of accounts which are coded by number. All asset accounts are in a certain range, liabilities in their own range, etc. Rather than refer to accounts by name, accountants use the codes to specify how a transaction is classified. In some systems the name might not even be readily visible, only the code.
You’re free to use the code field or not.
Regards,
Adrien
> On Sep 3, 2018, at 8:42 AM, Jens Dill <jens at wellhall.org> wrote:
>
>
> And a final observation. It would be nice if the documentation spelled out somewhere the purpose and uses of the "Account Code". I don't remember any explicit references to it in the Tutorial, and there is no description of its use in the Help pages. All I can find is some oblique references in the Wiki and related documents that it can be used to create a sort order for siblings within the account hierarchy, and that the order is determined by treating the code as a base-36 number with digits "0-9A-Z". From this I can infer that the account code must be case-insensitive and that punctuation marks are either illegal, ignored, or cause weird effects. It would be nice if this were explicitly documented. And if there are any other uses of the Account Code besides sorting, those should be explained somewhere as well. If it is only used for sorting purposes, perhaps it should be renamed to suggest that use. Otherwise it is a puzzle for someone trying to set up an account for the first time.
>
> -- Jens
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