Account

Internal ID: account

Fields

Internal ID Type nlapiSubmitField Label Required Help
acctname text false Name true Enter up to 31 characters for an account name that will appear on all reports. If you want to use GL account numbers and do not see a Number field above the Name field, go to Setup > Accounting > Preferences > Accounting Preferences, and check the Use Account Numbers box. Save the preference, and return to this page.
acctnumber text false Number true Enter the number to identify this account. The number can be alphanumeric. The maximum number of characters is 60.
accttype select false Type true Select a GAAP category for the type of account you are creating. The account type you select here determines the default section for this account on your financial statement.
accttype2 text false Type false
billableexpensesacct select false Track Billable Expenses in false You can select a revenue or income account to track expenses and costs that are billable to customers. This field only appears for Account Types such as COGS and Expense.
cashflowrate select false Cash Flow Rate Type false Select the type of exchange rate that is used to translate foreign currency amounts for this account in the cash flow statement. The Current rate type is based on the currency exchange rate that is effective at the end of the reported upon period. The Average rate type is calculated from a weighted average of the exchange rates for transactions applied during the period to accounts with a general rate type of Average. This rate is the default. The Historical rate type is calculated from a weighted average of the exchange rates for transactions applied during the period to accounts with a general rate type of Historical.
category1099misc select false 1099-MISC Category false Select a 1099-MISC Category to have all cash-basis transactions for a vendor reported on the corresponding box of the 1099 form. Amounts are not reported until they exceed the threshold for the category. To view 1099-MISC categories and edit thresholds, go to Setup > Accounting > Accounting Lists, and select 1099-MISC Category in the Type field.
class select false Restrict To Class false Select a class to restrict use of this account to roles with permission to access it. If you select a class in this field, this account can be selected only by employees whose role permits access. For example, if you select Class 1 in this field, use of this account is restricted to employees that have permission to access Class 1. This account does not appear in account dropdown lists on transactions for employees with a role that restricts access to Class 1.
currency select false Currency false Select a currency for the funds in this account.
deferralacct select false Deferral Account false Select a deferred expense account to record deferred transactions for amortization and depreciation. A deferral account is available only for account types that allow deferred transactions.
department select false Restrict To Department false Select a department to restrict use of this account to roles with permission to access it. If you select a department in this field, this account can be selected only by employees whose role permits access. For example, if you select Department 1 in this field, use of this account is restricted to employees that have permission to access Department 1. This account does not appear in account dropdown lists on transactions for employees with a role that restricts access to Department 1.
description text false Description false Enter a description for this account.
eliminate checkbox false Eliminate Intercompany Transactions false Check this box to make this account an intercompany account. Intercompany accounts are used to record transactions between subsidiaries. You can post both intercompany transactions and non-intercompany transactions to most intercompany accounts. Intercompany Accounts Receivable and Intercompany Accounts Payable, however, can be used only for recording amounts that are candidates for eliminations. For details, see the help topic Intercompany Accounts.
externalid text false ExternalId false
generalrate select false General Rate Type false Select the type of exchange rate that is used to translate foreign currency amounts for this account in the income statement, balance sheet, and other general purposes. The Current rate type is based on the currency exchange rate that is effective at the end of the reported upon period. This rate is the default for most balance sheet accounts. The Average rate type is calculated from a weighted average of the exchange rates for transactions applied during the period to accounts with a general rate type of Average. This rate is the default for income statement accounts and is used build retained earnings. The Historical rate type is calculated from a weighted average of the exchange rates for transactions applied during the period to accounts with a general rate type of Historical. This rate is used for equity accounts, or owner’s investments, in the balance sheet.
includechildren checkbox false Include Children false Check the Include Children box to share the account with all the sub-subsidiaries associated with each subsidiary selected in the Subsidiary field.
inventory checkbox false Inventory false If this will be an Other Current Asset account and you want the balance of this account included in the total balance of the Inventory KPI, select the Inventory box.
isinactive checkbox false Inactive false Check this box to inactivate this account. Inactive accounts do not show in lists on transactions and records.
legalname textarea false Legal Name false If the Use Legal Name in Account accounting preference is enabled at Setup > Accounting > Preferences > Accounting Preferences, the Legal Name field appears. You can enter up to 400 characters in this field including special characters such as colon and semi colon. You can also enter characters such as Éé,Çç, and 2 byte characters such as 会計、科目. This field is useful in countries where the legal name of an entity is required by law. The Legal Name field can be added to financial reports where account is an available component. It is also available in advanced searches, SuiteScript, and ODBC. System notes maintains an audit trail specific to the activity on the Legal Name field.
location select false Restrict To Location false Select a location to restrict use of this account to roles with permission to access it. If you select a location in this field, this account can be selected only by employees whose role permits access. For example, if you select Location 1 in this field, use of this account is restricted to employees that have permission to access Location 1. This account does not appear in account dropdown lists on transactions for employees with a role that restricts access to Location 1.
openingbalance text false false Enter an opening balance for this account.
parent select false Subaccount of false Select the parent account if this account is a subaccount of another.
restricttoaccountingbook select false Restrict to Accounting Book false
revalue checkbox false Revalue Open Balance for Foreign Currency Transactions false If this box is checked, this account can be selected for open balance currency revaluation.
subsidiary select false Subsidiaries true
trandate date false Date false Enter the date of the opening balance of this account.
unit select false Default Unit true This field displays the base unit assigned to the Unit Type. The default unit cannot be changed.
unitstype select false Unit Type false This field displays the type of unit associated with this statistical account.

Sublists

localizations - Localization

Internal ID Type Label Required Help
accountingcontext select Accounting Context false
acctname text Name false
acctnumber text Number false
legalname text Legal Name false
locale select Language false

Tabs

Name Label
history System Notes
localization Localization
translation Translation

Search Filters

Internal ID Type Label
accountingcontext select Accounting Context
balance currency Balance
cashflowratetype select Cash Flow Rate Type
category1099misc select 1099-MISC Category
description text Description
externalid select External ID
externalidstring text External ID (Text)
formuladate date Formula (Date)
formulanumeric float Formula (Numeric)
formulatext text Formula (Text)
generalratetype select General Rate Type
internalid select Internal ID
internalidnumber integer Internal ID (Number)
isinactive checkbox Inactive
legalname text Legal Name
locale select Language
localizedlegalname text Localized Legal Name
localizedname text Localized Name
localizednumber text Localized Number
name text Name
number text Number
parent select Sub-Account Of
subsidiary select Subsidiary
type select Type

Search Columns

Internal ID Type Label
accountingcontext text Accounting Context
balance currency Balance
cashflowratetype select Cash Flow Rate Type
category1099misc select 1099-MISC Category
description text Description
externalid select External ID
formulacurrency currency Formula (Currency)
formuladate date Formula (Date)
formuladatetime datetime Formula (Date/Time)
formulanumeric float Formula (Numeric)
formulapercent percent Formula (Percent)
formulatext text Formula (Text)
generalratetype select General Rate Type
internalid select Internal ID
isinactive checkbox Inactive
legalname text Legal Name
locale text Language
localizedlegalname text Localized Legal Name
localizedname text Localized Name
localizednumber text Localized Number
name text Name
number text Number
subsidiary select Subsidiary
subsidiarynohierarchy select Subsidiary (no hierarchy)
type select Account Type