Creating a New General Ledger Account

Accounting > General Ledger > General Ledger

Inside the Primary Grid:

1. Click the [New] button in the Action Ribbon.

 

Within the General Ledger Account Screen:

1. Input the Account in the Master field. Use the Account Prefix and Sub fields if applicable.
2. Input a Description of the account being created.
3. Click the Type dropdown and select the account type.
4. Click the [Save] button in the Action Ribbon.
5. Click [Reporting Accounts] in the Action Ribbon to open the Reporting Accounts window.
6. Enter the appropriate Reporting Account number for each Financial Statement listed.
7. Click [Save] in the lower right.
8. Click the [Save] button in the Action Ribbon.

Did this answer your question?