Create a General Ledger (GL) Account

You can create accounts in both the GL Balance view and the Setup - All Settings view of the List tab.

To perform this procedure, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To create a GL account:

1. On the main toolbar, click Finance & Administration .
2. In the left pane of the Finance & Administration window, click General Ledger > Chart of Accounts.
3. On the grid toolbar, click Create New Account .
4. In the Create New Account dialog box specify the account information:
   • Account Number: This number must be unique; it can contain numbers, letters, and special characters. This field must contain a value.
   • Account Name: This field must contain a value.
   • Account Type: Select a value from the drop-down list: Balance sheet account, Header, Operating Account, or Sum From.
   • Sum From Account: Select an account from the drop-down list. You must select a value if you chose Sum From in the Account Type field. If you chose any other value in the Account Type field, the Sum From Account field is disabled.
   • Line Number: Enter a number that represents the location in the sequence of accounts where this account should be listed in the Chart of Accounts (COA) when the COA is displayed on-screen and in reports. This number controls the order in which accounts are displayed, even if the line number itself is not displayed. This field must contain a value, and the value must be unique.
   • Add this Account to all Companies: Select this check box to add this account to all Companies.
5. Click OK to save the new account.
   The account is added to the Chart of Accounts and appears in the COA grid.