Defining your Account Structure

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Defining your Account Structure

You begin by setting up the format of the general ledger account numbers for your chart of accounts and the beginning date for your fiscal year. A sample of your account number format will be shown on the screen.
Note: Once the account format and the beginning date of the fiscal year has been selected, it cannot be changed and all future fiscal years must use the same account format and beginning date.
To set up the account number format, complete the following procedures.
1. Double-click on the Define Your Account Structure step on the System Setup Module. When the screen is displayed, your cursor will be in the field labeled Account Number. Choose the number of digits you wish to have available for each section of your general ledger account numbers from the choices available in the list. You may have up to 9 digits for the account number, the division number, the department number, or the product numbers sections.
2. A sample of your new account number format will appear in the field labeled Sample.
3. Enter the month and day for the First Day of your Fiscal Year. The default is January 1.
4. Press [OK] to save the changes and return to the System Setup screen.