Expand Account Lists in the Organisation settings

Expand Account Lists in the Organisation settings

ApprovalMax supports the NetSuite EXPAND ACCOUNTS LISTS setting, which increases the number of accounts for selection due to more account types becoming available:

EXPAND ACCOUNT LISTS Settings state

Expense Lines

Disabled

Expense

Other Expense

Deferred Expense

Enabled

ADDED:

Other Current Asset

Fixed Asset

Other Asset

Credit Card

Other Current Liability

Long Term Liability

Equity

Income

Cost of Goods Sold

Other Income

Deferred Revenue

Unbilled Receivable


It mirrors the setting under NetSuite => Setup => Accounting => Accounting Preferences:


This is how it works in ApprovalMax:

In the main menu, select your NetSuite Subsidiary and navigate to the "Organisation Settings and Connection" tab under "Workflows and settings:


When this option is disabled, ApprovalMax shows in the account fields only the accounts Expense / Other Expense / Deferred Expense.
Tick the checkbox for Expand Account Lists if you want ApprovalMax to also show accounts such as Fixed Assets, Credit Card, Cost of Goods Sold, and others:

When finished, save your changes.

Please note: this setting does not only affect accounts but also the Expense Categories.


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