Page 17 "G/L Account Card"

Base Application · Microsoft.Finance.GeneralLedger.Account · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
Caption	G/L Account Card
SourceTable	G/L Account
PageType	Card

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group	Control	Shows	ToolTip
General	No.	No.	Specifies the number of the involved entry or record, according to the specified number series. from the table field
	Name	Name	Specifies the name of the general ledger account. from the table field
	Income/Balance	Income/Balance	Specifies whether a general ledger account is an income statement account or a balance sheet account. from the table field
	Account Category	Account Category	Specifies the category of the G/L account. from the table field
	Account Subcategory	`SubCategoryDescription`	Specifies the subcategory of the account category of the G/L account.
	Debit/Credit	Debit/Credit	Specifies the type of entries that will normally be posted to this general ledger account. from the table field
	Account Type	Account Type	Specifies the purpose of the account. Total: Used to total a series of balances on accounts from many different account groupings. To use Total, leave this field blank. Begin-Total: A marker for the beginning of a series of accounts to be totaled that ends with an End-Total account. End-Total: A tot… from the table field
	Totaling	Totaling	Specifies an account interval or a list of account numbers. The entries of the account will be totaled to give a total balance. How entries are totaled depends on the value in the Account Type field. from the table field
	No. of Blank Lines	No. of Blank Lines	Specifies the number of blank lines that you want inserted before this account in the chart of accounts. from the table field
	New Page	New Page	Specifies whether you want a new page to start immediately after this general ledger account when you print the chart of accounts. Select this field to start a new page after this general ledger account. from the table field
	Search Name	Search Name	Specifies an alternate name that you can use to search for the record in question when you cannot remember the value in the Name field. from the table field
	Balance	Balance	Specifies the balance on this account. from the table field
	Reconciliation Account	Reconciliation Account	Specifies whether this general ledger account will be included in the Reconciliation window in the general journal. To have the G/L account included in the window, place a check mark in the check box. You can find the Reconciliation window by clicking Actions, Posting in the General Journal window. from the table field
	Automatic Ext. Texts	Automatic Ext. Texts	Specifies that an extended text will be added automatically to the account. from the table field
	Direct Posting	Direct Posting	Specifies if you can post directly to this general ledger account. If the field is not selected, then users must use sales documents, for example, and not post directly to the general ledger.
	Blocked	Blocked	Specifies that the related record is blocked from being posted in transactions, for example a customer that is declared insolvent or an item that is placed in quarantine. from the table field
	Last Date Modified	Last Date Modified	Specifies when the G/L account was last modified. from the table field
	Omit Default Descr. in Jnl.	Omit Default Descr. in Jnl.	Specifies if the default description is automatically inserted in the Description field on journal lines created for this general ledger account. from the table field
	No. 2	No. 2	Specifies an alternative account number which can be used internally in the company. from the table field
Posting	Gen. Posting Type	Gen. Posting Type	Specifies the general posting type to use when posting to this account. from the table field
	Gen. Bus. Posting Group	Gen. Bus. Posting Group	Specifies the vendor’s or customer’s trade type to link transactions made for this business partner with the appropriate general ledger account according to the general posting setup. from the table field
	Gen. Prod. Posting Group	Gen. Prod. Posting Group	Specifies the item’s product type to link transactions made for this item with the appropriate general ledger account according to the general posting setup. from the table field
	VAT Bus. Posting Group	VAT Bus. Posting Group	Specifies the VAT specification of the involved customer or vendor to link transactions made for this record with the appropriate general ledger account according to the VAT posting setup. from the table field
	VAT Prod. Posting Group	VAT Prod. Posting Group	Specifies the VAT specification of the involved item or resource to link transactions made for this record with the appropriate general ledger account according to the VAT posting setup. from the table field
	Tax Group Code	Tax Group Code	Specifies the tax group that is used to calculate and post sales tax. from the table field
	Default IC Partner G/L Acc. No	Default IC Partner G/L Acc. No	Specifies accounts that you often enter in the Bal. Account No. field on intercompany journal or document lines. from the table field
	Default Deferral Template	Default Deferral Template Code	Specifies the default deferral template that governs how to defer revenues and expenses to the periods when they occurred. from the table field
	Spend Request Required	Spend Request Required	Specifies whether a spend request is required before expenses can be posted to this account. from the table field
Revaluation	Source Currency Posting	Source Currency Posting	Specifies how the system will validate posting of entries containing currencies. Blank will allow all currencies to be posted to the account. Same Code will only allow the currency specified in Source Currency Code. Multiple currencies will allow only posting of currencies selected in Source currenc… from the table field
	Source Currency Code	Source Currency Code	Specifies the source currency code which can be posted to this account, if Source Currency Posting is set as Same Code.
	Source Currency Revaluation	Source Currency Revaluation	Specifies if source currency revaluation should be done for this account. from the table field
	Unrealized Revaluation	Unrealized Revaluation	Specifies if revaluation should be posted to currency realized or unrealized gains and losses accounts. from the table field
Consolidation	Consol. Debit Acc.	Consol. Debit Acc.	Specifies the number of the account in a consolidated company to which to transfer debit balances on this account.
	Consol. Credit Acc.	Consol. Credit Acc.	Specifies the number of the account in a consolidated company to which to transfer credit balances on this account.
	Consol. Translation Method	Consol. Translation Method	Specifies the account’s consolidation translation method, which identifies the currency translation rate to be applied to the account.
	Exclude From Consolidation	Exclude From Consolidation	Specifies whether the account is excluded from consolidation. from the table field
Reporting	Exchange Rate Adjustment	Exchange Rate Adjustment	Specifies how general ledger accounts will be adjusted for exchange rate fluctuations between LCY and the additional reporting currency. from the table field
Cost Accounting	Cost Type No.	Cost Type No.	Specifies a cost type number to establish which cost type a general ledger account belongs to. from the table field
FactBoxes	Control1905532107	part Page 9083 “Dimensions FactBox”	—
	Control1905532108	part Page 590 “G/L Account Currency FactBox”	—

Actions

Group	Action	ToolTip	Runs
Account	Ledger Entries	View the history of transactions that have been posted for the selected record.	Page 20 “General Ledger Entries”
	Comments	View or add comments for the record.	Page 124 “Comment Sheet”
	Dimensions	View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history.	Page 540 “Default Dimensions”
	Source Currencies	View or edit source currencies posting setup.	Page 589 “G/L Account Source Currencies”
	Extended Texts	View additional information about a general ledger account, this supplements the Description field.	Page 391 “Extended Text List”
	Receivables-Payables	View a summary of the receivables and payables for the account, including customer and vendor balance due amounts.	Page 159 “Receivables-Payables”
	Where-Used List	View setup tables where a general ledger account is used.
Balance	G/L Account Balance	View a summary of the debit and credit balances for different time periods, for the account that you select in the chart of accounts.	Page 415 “G/L Account Balance”
	G/L Balance	View a summary of the debit and credit balances for all the accounts in the chart of accounts, for the time period that you select.	Page 414 “G/L Balance”
	G/L Balance by Dimension	View a summary of the debit and credit balances by dimensions for the current account.	Page 408 “G/L Balance by Dimension”
Navigation	General Posting Setup	View or edit how you want to set up combinations of general business and general product posting groups.	Page 314 “General Posting Setup”
	VAT Posting Setup	View or edit combinations of Tax business posting groups and Tax product posting groups.	Page 472 “VAT Posting Setup”
	G/L Register	View posted G/L entries.	Page 116 “G/L Registers”
	Posted Documents without Incoming Document	Show a list of posted purchase and sales documents under the G/L account that do not have related incoming document records.
Reporting	Detail Trial Balance	View detail general ledger account balances and activities for all the selected accounts, one transaction per line.	Report 4 “Detail Trial Balance”
	Trial Balance (Obsolete) obsolete Pending 28.0; #if not CLEAN28	View general ledger account balances and activities for all the selected accounts, one transaction per line.	Report 6 “Trial Balance”
	Trial Balance by Period	View general ledger account balances and activities for all the selected accounts, one transaction per line for a selected period.	Report 38 “Trial Balance by Period”
	G/L Register	View posted G/L entries.	Report 3 “G/L Register”
Functions	Apply Template	Select a configuration template to quickly create a general ledger account.
Prices	Sales Prices	View or edit sales prices for the account.
	Purchase Prices	View or edit purchase prices for the account.

Procedures

2 local procedures, no public ones.

Triggers

OnOpenPage, OnAfterGetRecord, OnNewRecord, OnInsertRecord

Relations

source table Table 15 “G/L Account”

Pages and codeunits on this table

Page 16 “Chart of Accounts” (card page)
Page 18 “G/L Account List” (card page)
Page 570 “Chart of Accounts (G/L)” (card page)
Page 792 “Uncategorized G/L Accounts” (card page)

Extended by

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

Codeunit 18 “Financial Report Mgt.” (1 call: OnInsertRecord → NotifyUpdateFinancialReport)
Codeunit 7001 “Price Calculation Mgt.” (1 call: SetControlVisibility → IsExtendedPriceCalculationEnabled)

Called by

Codeunit 15 “Gen. Jnl.-Show Card” (1 call: OnRun → (object))
Codeunit 335 “Req. Wksh.-Show Card” (1 call: OnRun → (object))
Codeunit 841 “Cash Flow Management” (1 call: ShowLiquidFunds → (object))
Table 1293 “Payment Application Proposal” (1 call: AccountNameDrillDown → (object))
Table 1692 “Posted Bank Deposit Line” (1 call: ShowAccountCard → (object))
Table 274 “Bank Acc. Reconciliation Line” (1 call: OpenAccountPage → (object))

Recent changes

2026-07-31 #8959 Deliverable 638799: Spend Requests in Base App (main, BC30, feature)

Documented on Microsoft Learn

Set up or change the chart of accounts

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "G/L Account Card"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

Across versions

Neighbourhood 20 connected objects and pages