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Account – Update View

Module: Accounting
Screen Type: Update View
URL: /^accounting/accounts/<pk>/update-header/
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

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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

Advanced Notes

TODO

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