Chart of Accounts - setting for each account that assignment to a Project is mandatory

Ok. Gotcha. Thanks Don.

Hi Jason, Thanks for pursuing this. About 50% of our payments (money out) need project assignments. 80% of deposits processed by manual bank statement upload have project assignments. About 50% of our journals need them.

Thanks Don. And what are the actual transactions you are covering here? Bills? Payments (money out)? Any others?

In the Chart of Accounts there are columns Type, Name, Code, Description, Status etc. There could be an additional column "Project" with selections 'mandatory', 'optional' or 'never'. In our case all COGS would be mandatory, some Income would be mandatory but others never. Same for Assets and Liabilities. This would need a new 'Project' field in the Edit Account screen. This offers better control over postings.

We would like Account Enquiry report to be able to select whether to show projects or not as a column.

Hi Don, for this request can you please provide a bit more info. For example, in what screen would you assign the COA, and when you say you trace transactions, are you meaning BILLS or INVOICES or something else? Many thanks, Jason.

Some accounts should be marked Project Assignment Mandatory. Some Optional. I suppose might have 'never'