|
|
|
|
The People >> Accounts screen is available to associate specific Accounts to a number of Account Categories, to be used during a variety of posting activities. Whether the Account values you specify on this screen are utilized during the posting procedures will depend on which Posting Group the project being processed is associated with, assuming the activity is project related. Project Posting Groups are designated on the Project Profile >> Accounting tab. Should the associated Posting Group be configured to consider the people level accounts, these values may be used. If no specific custom Posting Group governs the project related transactions, then the account defaulting rules specified in the System Default Posting Group will apply.
The list of available Account Categories that can have person specific Accounts specified is pre-defined in your system. For more information about Account Categories, see the Account Category Descriptions topic.
This screen is available to users having any of the following roles: Administrator, P&R Administrator and HR Administrator.
This screen is available with the Project Tracking and Project Portfolio family of Unanet licenses.
Topics covered on this help page include:
Accounts (to provide person specific account category account values)
Project Accounting > Instructional Guide (search for this topic in the Knowledge Center)
Billing > Instructional Guide (search for this topic in the Knowledge Center)
For more information about Account Categories, see the Account Category Descriptions topic.
|
|
