THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
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TO DO : Add some example chart of accounts ...Consulting Company / Sales Company / Manufacturing Company ...????
What's on the screen?
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How do I create a Chart of Accounts?
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As mentioned above the chart of accounts for the default organisation (Company) is built up by selecting the accounts that you want to use from the global chart of accounts master template. This means that if you want to create a new account then you need to create it first in the Global Chart of Accounts and then link (or assign) it to the chart of accounts for Company.
By creating an assignment to an account it is then added to the Chart of Accounts.
Example: To add an account to the Chart of Accounts
- Select the account Gl Account Id that you need from the drop down box
- Press the 'Create Assignment' button
- The account is added to the Chart of Account
How do I update a Chart of Accounts?
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