accounting-accounts-create

Account – Create View 
 Module: Accounting 
 Screen Type: Create View 
 URL: /^accounting/accounts/create/ 
 Model: Account 
 Record Name: Account 
 Plural Name: Accounts 
 
 What This Screen Is For 
 TODO: Explain what this screen does in plain language. 
 
 What You See on This Screen 
 📸 Add a screenshot of this screen. 
 Fields on This Screen 
 
 
 
 Field 
 Type 
 Description 
 
 
 
 
 Last Modified At 
 Date & time 
 TODO 
 
 
 Last Modified By 
 Relationship (single) (optional) 
 TODO 
 
 
 Account Name 
 Text 
 TODO 
 
 
 Category 
 Relationship (single) 
 TODO 
 
 
 Balance Currency 
 Text (choice) (optional) 
 TODO 
 
 
 Balance 
 Number (decimal) (optional) 
 TODO 
 
 
 Account Number 
 Text (optional) 
 TODO 
 
 
 Header Account 
 Yes/No 
 If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. 
 
 
 Active 
 Yes/No 
 Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system 
 
 
 Additional Filter 
 Text (choice) (optional) 
 For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports 
 
 
 
 System Fields (Managed Automatically) 
 ⚙️ These fields are managed by the system and usually do not need to be edited. 
 
 
 
 Field 
 Type 
 Description 
 
 
 
 
 Id 
 Auto number (ID) 
 TODO 
 
 
 Created At 
 Date & time 
 TODO 
 
 
 Created By 
 Relationship (single) (optional) 
 TODO 
 
 
 Custom Fields 
 Extra Fields JSONField 
 TODO 
 
 
 Deleted At 
 Date & time (optional) 
 TODO 
 
 
 
 
 Common Tasks 
 
 TODO 
 
 
 Tips & Helpful Hints 
 💡 TODO 
 
 Who Uses This Screen 
 
 TODO 
 
 Related Screens 
 
 List View — accounting-accounts 
 Detail View — accounting-accounts-id 
 Update View — accounting-accounts-id-update-standard 
 Update View — accounting-accounts-id-update-header 
 List View — accounting-bank-accounts 
 Create View — accounting-bank-accounts-create 
 Detail View — accounting-bank-accounts-id 
 Update View — accounting-bank-accounts-id-update 
 
 
 Advanced Notes 
 TODO