I want batch create/bulk update in Capital Accounts Tab. This might seem unusual as Capital accounts are limited (like partners) but I have a different scenario.
I am trying to make a structure of Provident Fund (PF) Trust which has around 150 Employees. Each month certain amount deducted from Employees Salary and the same is contributed by Employer which is transferred to PF Trust.
Now I wish to create batch of capital accounts of employees where their funds are received/recorded separate on a monthly basis.
Also I want to have custom field option in Capital Accounts like Employee Code, Date of Joining of Employee, Date of Confirmation and other information pertaining to Employees in Capital Accounts.
That is helpful but that is for the company and I am talking from another perspective i.e. separate entity of PF Trust which is receiving Contributions from Company and its Employees and investing the same in different avenues. So I found Capital Accounts helpful in this regard as there is a report of Capital Accounts Summary. Capital Accounts also have Capital Sub-Accounts (I have created multiple sub accounts like Employees’ Contribution, Employer’s Contribution, Return on their Contribution, Contribution Withdrawals, Loan from their Contributions etc.)
I misunderstood that you are creating a set of accounts for the trust itself.
There is no way to do either of the things you want with capital accounts in Manager. That really is not what the feature was designed for. Your application is so specialized, Manager might not be a suitable application.