Create a new Account

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Module:  General Accounting  

Applet:  Chart of Accounts

 


Description: How to add a new account to the Chart of Accounts. Refer to the Chart of Accounts sections in this manual for details.

Step 1 - To start a new account, click New on the toolbar.

GA_COA_Create1

Step 2 - Fill out the Header with the appropriate information.

Step 3 - Fill out the Properties Tab with the appropriate information.

Step 4 - Fill out the Account Associations Tab with the appropriate information.

Step 5 - Fill out the Balances Tab with the appropriate information.

Step 6 - To save the account to the Chart of Accounts, click Save.

GA_COA_Create2