More Accounts for To Do List


Starting with Goldenseal small business software version 3.8, you can now list more types of accounts in the Problem Log and To Do List. You can use any type of accounts, as well as Prospect records.

Suggested By

User feature request.

How to Use

To enter one of the new accounts, click on the Job Class field in the Problem Log or To Do List. You'll see a wider selection of possible accounts.

Technical Details

The Job Class field in expense records is still limited to just some types of accounts-- Customers, Projects, Overhead, Equipment, Real Estate and Investments. Those are the only types of accounts that are set up for detailed job cost tracking, in the Goldenseal accounting software program.

However in the Problem Log and To Do List there is no real reason to avoid other account types, since there is no financial posting.