< Voltar ao Help Center

Defining the Nature of a Bank Account

Settings

How to use

If the Nature field is not visible in the Account Settings or Dashboards, you need to activate and configure this field in the Company Settings. Once configured, the field will be available for use throughout the platform.

How do I activate/configure the Nature field?

Step 1

Go to Company Settings.

Step 2

In the Company Settings, go to Global Settings.

Step 3

Fill in the "Nature" field, entering the desired values separated by semicolons (;).

Example: Assets;Liabilities;Costs;Income

Step 4

Click Save Changes to confirm the configuration.

Step 5 (Optional)

If you wish, you can replicate this configuration for other member companies. To do this, use the replication functionality available on the platform.

< Voltar ao Help Center