CoA Creation: Step One & Step Two

Chart of Accounts is set-up from the Admin Explorer tab.  The Chart of Accounts wizard steps you through the steps to add new accounts. After completing the steps the hierarchy folder structure is created for an account.  You may modify account information by right-clicking on the applicable folder and selecting Edit Chart of Accounts.

Note:  The CoA Wizard allows you to move through all five steps to set-up an account or you can finish at any step and add additional information at a later time.

1. Right-click on the Chart of Accounts folder from the Admin Explorer tab and select New Chart of Accounts.

2. Select the Company that the account is associated with.

3. Enter the Account Number.

4. Enter the Account Description.

5. Select Next.

6. Select either an associated Transaction or check Suspense.

7. Select the Next button.

Refer to the CoA Step Three section for information on entering the account Entry information.