Encompass Technologies

List of what Account Type Codes are handled in each AutoManage option:

GrossProfit: Income, CostOfGoodsSold

NetOperatingIncome: Income, CostOfGoodsSold, Expense

OtherNetIncome: OtherIncome, OtherExpense

NetIncome: Income, CostOfGoodsSold, Expense, OtherIncome, OtherExpense

Assets: Asset, AccountsReceivable, Bank, UndepositedFunds, FixedAsset, InventoryAsset, AssetAccrual

Liabilities: AccountsPayable, Liability, LongTermLiability, CreditCard, LiabilityAccrual

Equity: Equity, RetainedEarnings, Income, CostOfGoodsSold, Expense, OtherIncome, OtherExpense

LiabilitiesAndEquity: AccountsPayable, Liability, LongTermLiability, CreditCard, LiabilityAccrual, Equity, RetainedEarnings, Income, CostOfGoodsSold, Expense, OtherIncome, OtherExpense

OperatingCashFlow: Income, Expense, CostOfGoodsSold, OtherIncome, OtherExpense, AccountsPayable, AccountsReceivable, InventoryAsset, CreditCard, Asset, Liability

FinancingCashFlow: Equity, LongTermLiability

NetCashFlow: Income, Expense, CostOfGoodsSold, OtherIncome, OtherExpense, AccountsPayable, AccountsReceivable, InventoryAsset, CreditCard, Asset, Liability, FixedAsset, Equity, LongTermLiability

Distributor reference list of which GL account type codes each AutoManage option (Revenue, Net Income, Assets, Cash Flow, etc.) includes on Encompass financial statements. Requires v22.01+.

Auto-Manage Account Type Codes

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Auto-Manage Account Type Codes

Minimum Version Required: 22.01

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