In VertiGIS FM, an account refers to a numbered account within your organization's general ledger. Each account your organization manages in VertiGIS FM should summarize a type of asset, liability, equity, revenue, or expense.
Details Page
Each account has its own details page. You can access it by navigating to the Costs and Budget search page, selecting Account under Objects, and double-clicking a cost type in the search grid.
Accounts in Search Page
An account's details page is divided into the sections below.
Account Details
Field |
Description |
|---|---|
Number |
The account's number. |
Name |
The name of the account. |
Active |
Whether the account is in use. |
Across Tenants |
|
Organization |
The organization or department within your company associated with the account. Selectable options are stored in the Organisations section on the Own Company or Tenant administration page. Selecting an organization in this field does not make it appear in the Organizations section on the account details page. Organizations are added to this section in the Organizations field below the main account details.
Account Section |
Class of accounts |
|
Cost type |
The cost type whose category the account is in. |
Default tax type |
The type of tax applied to the account's transactions. Tax information is stored in the Country Management page for the country selected on the Own Client or Tenant administration page. |
Priority |
The level of importance of the account. Selectable options are stored in the Priority catalog. |
Settlement account |
|
Default account for accounting of service charges |
|
