Guidelines and Purpose Tab

The fields in the Guidelines and Purpose tab collect text description that provide details relating to the type of expenses that should be charged to the account, the source of its income, and the account's overall purpose.

 

Guidelines and Purpose tab field definitions

Title

Description

Account Expense Guideline Text

Required unless the account expiration date is before the current date. Enter the text describing the type of expenditures that take place in the account. It should also explicitly state those expenditures that are unallowable in the account.

Account Income Guideline Text

Required unless the account expiration date is before the current date. Enter the text describing the types of income (source of funds) that take place in the account. It should also explicitly state those revenues that are unallowable in the account.

Account Purpose Text

Required. Enter the text describing the overall purpose of the account and the function it supports.

More:

Account Description Tab