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Hello,
When first opening a new set of books user is asked “.. is it ok to perform default setup”. Is there another type of setup besides default? I want to change Sales Account to Revenue Account. (non profit) Is there a way to do this?
The default setup sets up the windowing system in the books for the first time when prompted for the first time. You should always click Setup when entering an NV2 set of books for the first time.
You can change the description from Sales to Revenue by clicking on NewViews > Account and then change the window selection of the top right window to Account Posting Tags and change the descriptions. Do not change the names as type SALES is a Revenue type and by changing may cause a problem. You could introduce your own tag under Postings Tags and add revenue to the end.
Regards,
Martin
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