Adding Accounts to the General Ledger

Using the chart of accounts you can edit and add accounts to the GL.

1. Open the Chart of Accounts Window.

   Click Here to Learn how to access this window.

   

   Click Here for a detailed description of this window.

   Clicking on the different tabs will show the accounts setup for corresponding type.

2. Select the account type by clicking the corresponding tab.
3. Either click the New button or right click and select add.

   The GL Account Detail Window opens.

   

   Click Here for a detailed description of this window.

4. Enter the account number and description in the top fields.
5. Choose the correct account attributes.

   Set the account as active if you wish to use it immediately.

6. Once you have entered all the information click the Save button and close the G/L Account Detail window.

   The new account will be added to the Chart of Accounts.