Use > Run > Financial Management > Account Codes > Create an account code record

How to create an account code record

  1. From the main menu, select Run > Financials > Account codes. The Account Codes page is displayed.

  2. Click New icon New.

  3. In the New Account code dialog box, provide all requested information. This dialog box requests values for the basic attributes.

    Field Description

    Title

    External (common) name of the account code.

    Account type

    Account type of the account code.

    Debit/Credit

    Entry for the account code.

    Level

    Corresponding level of the account code in your general ledger system.

    Owner

    The person who owns the account code.

    Parent

    Parent account code of the current account code.

    Account code

    Internal code used for accounting.

    Code

    Internal code for the account code.

  4. Click Save.

    Alternatively, you can click Save & add another to add another account code record, or click Save & Edit to continue editing the current account code record.

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