Hello,
I want to add a new GL Account - Contributions from Shareholders under the Equity section.
What is the best way to do this? So far, I've done the following:
I've added the account to the G/L Account Card with Account Category set as Equity and the Account Subcategory set to Contributions from Shareholders.
I also added the new G/L to the equity section of the M-CASHFLOW and M-RETAIND Account Schedules? Since these reports can be overwritten with an upgrade, should I have created copies with a new name first, and edited the copies for production?
I also created a new G/L Account Category for Contributions from Shareholders
Have I done what I need to do, short of working from new copies of the reports, or are there other steps? Is there something in the G/L Register I should change, other than updating the reporting section if I use newly named report templates for roduction?
Thank you,
Ian