Aggregate account types

To define an aggregate account type, select the Identity check box under Owning Entity, then select the Aggregate check box.

Additional fields are shown when you select the Aggregate check box.

Use the Sub Account Type field to specify the account type of the sub accounts that are associated with an aggregate account.

The Max Sub Accounts to Load Balances field specifies the number of sub accounts for which balances are loaded when you view an aggregate account.

For an aggregate account type you must select the Sundry check box.

The Color field can be used to provide a visual indicator in the Manage Account page that an account is an aggregate sub account. For a sub account, the total balance is shown using the colors defined for both the sub account type and the aggregate account type. The main color is the color of the sub account type, with small bands showing the color of the aggregate account type on either side.

Account type color