To create a new chart of accounts entry:
- Either:
• click.png)
on the Set Chart of Accounts Search Criteria window
• click
on the Chart of Accounts Maintenance toolbar
• select File > New from the main menu
• right click on the Chart of Accounts Selector grid and select New
• press Ctrl + N.
The Create New COA Code - Chart of Accounts window is displayed.
- Type in the general ledger chart of account details.
- Click
.
The Create New COA Code - Create GL Codes window is displayed.
- If required, change the G/L Year.
The window is redisplayed for the general ledger year specified. - Select one or more of the new general ledger codes that you want to have automatically created.
- Click
.png)
.
Note: Once a new general ledger chart of account code is added, you can maintain other information about the code in Chart of Account Maintenance. See Maintaining the general ledger chart of accountsAnchor H_8242 H_8242 (on page ).
Tip: You can use the
.gif)
and 
.gif)
buttons to navigate between the two windows.
Create New COA Code - Chart of Accounts window key fields
Field | Description |
|---|---|
COA Code | Unique code for the COA. |
Description | Description of the chart of accounts code. |
Account Type | Type of account. For example, profit and loss or balance sheet. |
Tax Code | The tax code that applies to this chart of accounts code. |
Classification Code | The classification code, such as income, expense or asset that applies to this chart of accounts code. |
Heading Level | The position within a list of headings that this COA would normally be reported on. |
Create New COA Code - Create G/L Codes window key fields and buttons
Fields
Field | Description |
|---|---|
G/L Year | General ledger year that the chart of accounts apply to. |
Buttons
Button |
|
|---|---|
| Select all the general ledger cost centre codes displayed in the window. |
| Clear all the selections made in the window. |
| Restore the default selections. |
