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Create Chart of Accounts

Chart of Accounts is set-up from the Admin Explorer tab. A wizard will walk through the five steps required to set-up an account in a company’s CoA.   

 

The five steps are:

  1. Associate account to a company.

  2. Establish the entity.

  3. Enter account processing information.

  4. Specify additional Chart of Account Criteria (this is optional).

  5. Specify results (this is optional).

 

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