Chart Accounts: Create

To create a new account within the company-wide Chart Of Accounts: 

• Head to Company Settings> Accounts Setup > Chart Of Accounts. 
• Select [NEW ACCOUNT CHART].

Within the New Account page, enter the following: 

• Chart Code: Enter your company's unique code / GL reference for the account.
• Name: Enter the a name for the account.
• Custom Field 1: If required, for Bank type accounts, enter an additional custom reference that can show against deposits to this account within the CSV extract of the Bank Deposit Summary report. 
• Type: Select the account type. For more information on account types, Click Here.
• Group: Select the account group. For more information on account groups, Click Here.
• Media Type: If the account is being created for use within the Revenue Management module, select the Media Type of the related payment. 

Select [SAVE]. 

Once the account is created, you'll be taken into the account setup page where additional details can be added, depending on the account type. For information on additional account details, Click Here. 

As the account now exists within the company-wide chart of accounts, accounts at individual sites that relate to the new chart account can be created. For information on creating site accounts, Click Here.