Manage Chart of Accounts

Preconditions:

1. Finance menu is enabled.
2. Account Types exist.
3. Account Sub-Types exist.

View Chart of Accounts

Steps:

1. Navigate to Menu > Finance > Chart of Accounts.
2. To add new accounts, click Add and populate the following information:
3. Use the Gear icon associated with a line item to View, Edit, Delete, or review Audit Logs.
   

Add Chart of Accounts

Steps:

1. Navigate to Menu > Finance > Chart of Accounts.
2. To add new accounts, click Add and populate the following information:
   1. Account Number (Required)
   2. Account Name (Required)
   3. Account Type (Required)
   4. Account Sub-Type (Required)
   5. Parent Account (Optional)
   6. Status (ON by default)
   7. Notes (Optional)
      
   8. Save when finished.