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About G/L Optional Fields

Use the G/L Optional Fields window to define optional fields for use in General Ledger.

The Optional Fields window lets you define two types of optional fields:

Account. These optional fields let you extend the type and amount of information that you can store with accounts. For several General Ledger reports, you can choose optional fields as criteria for selecting the accounts to include on the report.
Transaction Details. These optional fields let you store additional information with transaction details.

After you define optional account fields and optional transaction fields for General Ledger, you can assign them to specific accounts using the Accounts window.

You can print the Optional Fields Report to obtain a list of the optional fields you have defined for General Ledger.

Deleting Optional Fields

You can delete General Ledger optional fields only if they are not used by any accounts or in any unposted transactions.

General Ledger warns you when you try to delete an optional field that is assigned to an account or an unposted transaction. You must remove the optional fields from the accounts and transactions where they are used before you can delete them using the G/L Optional Fields window.