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
Anchor O_3899 O_3899 
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 accounts
...
- .
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
Anchor
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
Anchor
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. |
