{* +--------------------------------------------------------------------+ | Copyright CiviCRM LLC. All rights reserved. | | | | This work is published under the GNU AGPLv3 license with some | | permitted exceptions and without any warranty. For full license | | and copyright information, see https://civicrm.org/licensing | +--------------------------------------------------------------------+ *} {* this template is used for adding/editing/deleting financial type *}
{$form.name.label} | {$form.name.html} |
{$form.description.label} | {$form.description.html} |
{$form.contact_id.label} {help id="id-financial-owner" file="CRM/Financial/Form/FinancialAccount.hlp"} | {$form.contact_id.html} {ts}Use this field to indicate the organization that owns this account.{/ts} |
{$form.financial_account_type_id.label} | {$form.financial_account_type_id.html} |
{$form.accounting_code.label} | {$form.accounting_code.html} {ts}Enter the corresponding account code used in your accounting system. This code will be available for contribution export, and included in accounting batch exports.{/ts} |
{$form.account_type_code.label} {help id="id-account-type-code" file="CRM/Financial/Form/FinancialAccount.hlp"} | {$form.account_type_code.html} {ts}Enter an account type code for this account. Account type codes are required for QuickBooks integration and will be included in all accounting batch exports.{/ts} |
{$form.is_deductible.label} | {$form.is_deductible.html} {ts}Are monies received into this account tax-deductible?{/ts} |
{$form.is_active.label} | {$form.is_active.html} |
{$form.is_tax.label} | {$form.is_tax.html} {ts}Does this account hold taxes collected?{/ts} |
{$form.tax_rate.label} | {$form.tax_rate.html} {ts}The default rate used to calculate the taxes collected into this account (e.g. for tax rate of 8.27%, enter 8.27).{/ts} |
{$form.is_default.label} | {$form.is_default.html} {ts}Is this account to be used as the default account for its financial account type when associating financial accounts with financial types?{/ts} |