Show partner names in the Capital or Current account note in Accounts Production Advanced
A problem with an older template caused the table column headings of the Capital account or Current account notes to partnership accounts to show Partner 1, Partner 2, and so on, instead of the partners' names. If you have this problem, we recommend that you update your template. If you're unable to update the older template, take the following steps to show the partners' names.
- Open the partnership client.
- Select theImport/Account Assignmenttab.
- SelectProfit Allocation.
- For each partner with a profit share:
- Select their name from thePartnerdropdown list.
- Enter the details of their Profit Share and the fullAccountcode and subcode.noteYou'll need to enter the fullAccountnumber and subcode. For example,914.00,924.00, and934.00for Capital Accounts 1, 2, and 3 and919.00,929.00, and939.00for Current Accounts 1, 2, and 3.
- SelectOK.
- If this doesn't show the partners' names in the notes to your accounts:
- SelectProfit Allocation.
- Use thePartnerdropdown list to reselect each partner with a profit share.
- SelectOK.
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