Chart of Accounts

Contents

1 Chart of Accounts Introduction

2 Account Master Information

3 Chart of Accounts Tabs

4 Adding Accounts

5 Editing Account Numbers

6 Deleting Accounts

7 Multi-Tool

1 Introduction

Account records are stored in the Chart of Accounts. This is a master file that displays information about and the activity associated with the selected account number. The amounts and activities displayed are compiled from entries made through other modules of the system, such as Accounts Payable, General Input (JV), and Budget Management.

 

Account Master Information Screen

Chart of Account Tabs:

Adding Accounts to the Chart of Accounts

Editing Account Numbers in the Chart of Accounts

Deleting Accounts in the Chart of Accounts

Using the Multi-Tool

Version 01.06.00.0 &endash; 010225 &endash; PL 12/17/03