How do I add an account?

How do I add an account?

The following will walk you through the steps to add an account into your Chart of Accounts.  


Learn more about the Chart of Accounts such as activation date, copy an account, delete an account, termination date, budget notes, account notes, and more by watching this video:

Chart of Accounts Overview (5m32s)


If you are looking to create a new fund, copying a range of accounts from one fund to the new fund may be a solution that you are looking for.  If so, click here to learn more.  Otherwise, continue with the following steps to create an account.
 

1.  Open Connect General Ledger > Organization > Chart of Accounts.

2. Click the New button on the toolbar or press CTRL+N.

3. Select the Account Code from the drop-down.

4. Enter the Account Number.  Create an account number that fits the account mask shown at the end of the Account Number field.

5. Enter the Title and Expanded Title.

6. Click the Save button on the toolbar or press CTRL+S.

The account is saved.



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