Chart of Accounts

This form:

• Lists all the accounts in the general ledger, in account number order, beginning with the account you specify. See Account Information for a list of the data displayed in this form.

• Lets you select an account and display more detailed information.

• Lets you print the chart of accounts.

• Lets you list rolled up balances instead of viewing individual accounts.

To list accounts

1. Select a starting account number.

2. Choose the year.

3. Choose the period.

4. Click the Go button.

Select the Use Rolled Up Balances option before clicking the Go button if you prefer to see only rolled up balances.

To view or edit information for a particular account

1. Select an account from the account list.

2. Click the following buttons:

3. Open, to view details for that account on the G/L Accounts form.

4. Transactions, to view transaction history for that account.

5. Comparison, to compare fiscal sets for that account.

6. Budget, to view information for that account on the G/L Budget Maintenance form.

7. History, to view the account history for that account.

8. Currency, to view all the source currencies that have been posted to that account in the selected period.

To add an account

1. Click the Open button. This button displays the G/L Accounts form.

2. Click (new) when the form appears.

3. Enter the number of the new account, and all other account information. SeeAdd a new account.

Click here for hints on using forms.

See also

 

Changing account information

Deleting an account

Displaying account information

Editing account information