CenterPoint Payroll - Account Settings

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Set Account Number Mask

Defines the account number mask (format) for the account number box , up to 22 non-literal characters maximum. Setting a format secures account number conformity. The account number can be set to be required or not required. Masks can be set to be numeric, an alphanumeric, or an alphabetic field.

  1. In the box at the bottom of the mask descriptions, enter # to set a required number placeholder. For example, #### represents an account number format that is required  that uses four numbers such as 5410.
  2. Or, in the box at the bottom of the mask descriptions, enter 9 to set a number placeholder that is not required. For example, 9999 represents an account number format that is not required that uses four numbers such as 7891.
  3. Or, in the box at the bottom of the mask descriptions, enter A-Z to set a alphanumeric placeholder that is required. For example, aaaa represents an account number format that is not required that uses four alphanumeric characters such as AB10.
  4. Or, in the box at the bottom of the mask descriptions, enter a-z to set a alphanumeric placeholder that is not required. For example, aaaa represents an account number format that is not required that uses four alphanumeric characters such as AB10.
  5. Or, in the box at the bottom of the mask descriptions, enter ? to set a required alphabetic placeholder. For example, ???? represents an account number format that is required that uses four alphabetics such as LAND.
  6. Or, in the box at the bottom of the mask descriptions, enter & for any character including spaces.For example, 99&9999 would represents an account number format that is not required that uses two numbers, a space, and four additonal numbers such as 10 1234.
  7. All other characters are literal characters that display as themselves. 22 non-literal characters maximum.

Account List Display

Defines the way that the Setup > Accounts > List tab displays. If the Display As Flat List preference is set to Yes, the Account List will display as a continuous list without the Account Type (Assets, Liabilities, Expenses, etc.) and Account Categories ( Accounts Receivable, Purchased Crop Inventory, Postage Expense, etc.). If the Display As Flat List preference is set to No or Not Set, the Account List will display with Account Types and Account Categories.This preference sets the way that your accounts will display in Setup > Accounts > Accounts on the List tab. The default for CenterPoint Accounting is to display the Account list as a flat list. If you choose not to display a flat list (will display as an expandable/collapsable tree list), you will see the account types and account categories in the Accounts list.

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