You can add supplemental data accounts on the Supplemental Data page.
Since some supplemental data accounts rarely change from month to month, you can use this control to avoid entering data each month.
Selecting this option allows the program to copy the supplemental data from the previous month to the new month when the monthly update process successfully completes. If you rerun the monthly update for an existing month, then the program does not copy the data forward automatically.
Not selecting this option indicates that the accounts are updated manually.
Complete this step when adding a supplemental data account to the Organization tab if the account provides the data for a specific ratio code.
Bank and credit union codes are slightly different. Each financial institution sees the codes that are appropriate for them.
You can only associate a ratio code with one account at a time. Wherever you use formulas, you can reference either a supplemental data account's ratio code or the account's name to pull in the same data.
This option is only available if your institution is licensed for Organization Profitability. The available allocation methods are based on the selected Data Type.
This field is not available for organization accounts if the Data Type is Rate.
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