Define the Nature of a Bank Account

If the Nature field is not visible in Account Settings or Dashboards, it is necessary to activate and configure this field in Company Settings. After this configuration, the field will be available for use throughout the platform.

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How to activate/configure the Nature field?

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Step 1

Go to Company Settings.

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Step 2

Within Company Settings, go to Global Settings.

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Step 3

Fill in the “Nature” field, entering the desired values separated by a semicolon (;).

Example: Asset;Liability;Costs;Income

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Step 4

Click Save Changes to confirm the configuration.

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Step 5 (Optional)

If desired, you can replicate this configuration to other associated companies. To do this, use the replication feature available on the platform.