G/L Create Accounts Screen
Open General Ledger > G/L Accounts > Create Accounts.
Select this option if you want the new accounts to use the same multicurrency options as the model accounts.
If you do not select the option, the new accounts will use the multicurrency option if the model account also uses it. However, the Post In currency option for the new account will be set to All Currencies, and the default currency will be set to the source currency.
This option is available only in multicurrency ledgers.
Select this option if you want the new accounts to use the same control account options as the model accounts.
Select this option if you want to display existing accounts in the Create Accounts Preview screen.
Note: If an account already exists in your chart of accounts, General Ledger does not overwrite it when you create the new accounts.
If you selected Account Group in the Select By field, specify the range of account groups to which you want to add new accounts.
If you selected Account Number in the Select By field, specify the range of account numbers to which you want to add new accounts.
If you selected Segment in the Select By field, specify the segment name and code for which you want to add new accounts.
Select the range of accounts into which you want to insert the new accounts. You can select a range of account numbers, accounts segments, or account groups.
Type the structure code to be used by the new accounts, or select it using the Finder.
The structure code must contain the segments you want to include in the new accounts, and it must contain all of the segments used in the structure code you entered in the From Accounts With Structure Code field.
You can enter the same structure code in both fields, as long as you already have some accounts that use this structure code.
Type the structure code for the accounts that the new accounts will be based on, or use the Finder to select it.
The program adds new segments (or segment codes) to the model accounts, giving the new accounts the same properties as the accounts on which they are modeled.
Example: You might generate new accounts, 1000-300-10 and 1000-300-20, using account 1000-300 as the model. The new accounts will contain the same first two segments, Detail settings, and, if you choose, Currency and Subledger settings as the model account.
This field lets you choose whether to add new accounts for segment codes that are not used in the set of model accounts.
If you select No, the new accounts will use only the segment codes that are used by the model accounts.
To change the value to Yes or No, double-click the field or, with the Create New field selected, press the spacebar.
If you set the Create New field to Yes, the program may generate new accounts using segment codes that do not exist in the model accounts.
If the program creates an account using a segment code that was not used before, you can specify the existing accounts on which to model the new accounts. The program will model the new accounts on accounts that use the segment code you specify in this field. The new accounts will use the same Detail options as the model accounts.
If you set the Create New field to Yes for the segment, enter the range of segment codes for which you want to create the new accounts.
This column displays all the non-account segments used in the structure code you specified in the Create Accounts With Structure Code field.
Overview
Use the G/L Create Accounts screen to create accounts automatically based on the characteristics of an existing set of accounts. You can generate new accounts for:
- A range of accounts
- A range of account groups
- A specific segment code
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