Insert/Modify Account

In a consolidated file, select the name of the entity to which the account belongs.

Type an account number. The account number can be up to 40 alphanumeric characters. Account numbers must be unique and cannot be duplicated. In the Account tab, only posting accounts are allowed. They must be greater than two characters. Use the Report tab to create Statement of Cash Flow or control accounts.

Type an account description that will display on the trial balance, general ledger, draft financial statements and all working paper documents.

Type or select the applicable map number for the account. Entering map numbers automatically completes account properties according to the characteristics assigned to the map number. This may be changed as necessary. To perform account mapping of the chart of accounts, refer to Assign Mapping Numbers.

Type or select a leadsheet number to have this account appear on the selected leadsheet. To assign group numbers to the chart of accounts, refer to Assigning Accounts to Leadsheets.

Type or select a unit of measurement.