Add Accounts

1. From the Accounts list page, select Add.

2. Enter the General information about the account, including the number and description. These are required fields.

3. Mark Prevent data entry for this account to lock the account from any data entry. You can also prevent posting after a future date by marking the Prevent posting after checkbox and entering a date. When marked, a notification appears at the top of the account record with this information.

4. Next enter the Report classifications fields. You can view and edit Statement of cash flows and Working capital schedule only if in General Ledger Settings, Fund Business Rules, the Do not allow editing of class restrictions on funds is not selected.

   • Class - Defaults from the account code or fund specified by the account number.

   • Statement of cash flows - Defaults from account code specified on account number.

   • Working capital schedule - Defaults from account code specified on account number.

5. To add Custom fields to this account, select Add custom field. Use custom fields to add additional information to the account, and to further filter accounts when you search. For information on how to add custom fields, see Custom Fields.

6. Next enter the Transaction defaults fields. The transaction codes that appear are set up in Configuration in the database view. The options for each transaction code are pulled from table entries. The defaults for each transaction code is based on the fund setting.

7. Select Save.

Use Add multiple accounts to quickly create a group of accounts.

Tip: You cannot add more than 10,000 accounts at one time. If you need to add more than 10,000 accounts, you must use filters to group them into smaller batches.

1. From the Accounts list page, select Add multiple accounts.

2. Under Include, select the filters you want to use to group the accounts. These are required fields.

3. Under Default transaction custom fields, enter any values, dates, and comments you want associated with the custom fields.

4. Select Preview to review the list of accounts being created.

5. Select Save to create the accounts.