Account Information Window

This tab shows you the account type and GIFI code associated with the account.

If the account type is Subgroup Account or Group Account, and has a zero balance, you can omit the account from any financial statements.

What do you want to do on this tab?

Change this account's type

Add or change the GIFI code for this account

Exclude Zero-balance Accounts from Financial Statements

 

This tab shows you the account class associated with an account, the account type for banking accounts, as well as the opening or current balance for a banking account.

When you first create a new company in Sage Simply Accounting First Step, you can add an opening balance to these accounts:

• Bank accounts
• Business operating accounts

The account balance cannot be changed once you start a new year in First Step.

What do you want to do on this tab?

Change an account's account class

Change the account type for this banking account

Enter an opening balance for this banking account

Use this tab to add reporting notes to accounts. You can include these notes on your financial statements.

What do you want to do on this tab?

Add a note to this account