Accountant Preferences

There are a host of preferences that you can configure for the Accountant module in Zoho Books.

Go to Settings on the top right corner of the page.
Select Accountant under Preferences.

In this page, you’ll find the following sections:

Chart of Accounts

An account code is a code assigned to an account under the Chart of Accounts. It can be used to quickly retrieve accounts in an organization while creating transactions. You can use the same or different account codes for all the accounts (under Chart of Accounts) in Zoho Books.

Make account code mandatory
Whenever you create a new account in the Chart of Accounts, you can choose to make the account code of that account a mandatory field.

Unique account code for accounts
When you create a new account in the Chart of Accounts, you can make sure that the account code is unique and is not used for any other account.

Vendor Advance
Select a default account which tracks your vendor advances.

Recurring Journals

If you have not enabled recurring journals, you can do it from the General section under preferences.

After you enable it, you can choose how recurring journals are saved. Recurring journals are created automatically based on a pre-configured schedule. These journal entries can either be created two states:

Draft
Journal entries will be saved as drafts. You can review and publish them later.

Published
Journal entries will be created directly in the Published state.

Journal Custom Fields

You can add multiple custom fields for your journal entries in Zoho Books.

Go to Settings on the top right corner of the page.
Select Accountant under Preferences.
Switch to the Journal Custom Fields tab.
Click + New Custom Field on the top right corner of the page.

On the New Custom Field page, fill in the following details:

Fields	Description
Label name	Enter a name for your custom field.
Data Type	Select the appropriate data type for your custom field.
Is this PII?	If the field contains Personally Identifiable Information (PII) such as personal data, then select the appropriate method to store it.
Is Mandatory	Select this option if the custom field is mandatory while recording payments.
Show in all PDF	Select this option if you want the field to be displayed in your transaction PDFs.

Click Save.

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