Chart of Accounts

Articles

Chart of Accounts Overview
The Chart of Accounts is the core of the application -  all financial transactions saved contain at least two GL Account Numbers from the Chart of Accounts.  For the most basic transaction, one GL Account is used for the debit and a different GL Acc...
Chart of Accounts List
New GL Accounts may be added, edited, deleted or inactivated.   Users must have access to setup to be able to perform any functions with the chart of accounts. From the main menu, arrive at the GL Accounts setup with this path: Setup > Accounting >...
Add a GL Account
From the main menu, arrive at the GL Accounts setup with this path: Setup > Accounting > Chart of Accounts. The Chart of Accounts list will be displayed.  Click on the Add GL Account button at the upper left of the form. The GL Account form wil...
Delete a GL Account
GL Accounts may be deleted only if there has never been any activity in the account.  If any activity has occurred in the GL Account, the User will only be able to set the account to inactive. A few Basic GL Accounts are delivered with the soft...
Edit a GL Account
GL Accounts may be edited under certain circumstances. Once a GL Account number has been used for a transaction, the account type may be only changed according to the following rules:   If the GL account was originally setup as a Balance Sheet ty...