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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
NSC | Remove Parent-Child Account Hierarchy in the Account Name Field dropdown field
Scenario:
User wants to remove the parent name of a child account when selecting it in the account dropdown field of a stand alone journal entry as this causes confusion.
Solution:
User may opt to use the Only Show Last Subaccount in the home preference. The parent account becomes indented vs the subaccount that contains the Parent Account (Parent account: Subaccount 1)
Here is an example of an account without checking the Only Show Last Subaccount for an Insurance Expense with child accounts of Liability, Worker's Compensation, Disability:
For the user to show the account name only, users need to:
1.) Home > Set Preferences
Patrick Fresnosa | Advanced Accounting | SRP | Ask a Guru
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