Setting up Account Information

Using the Account Header Names, along with Divisions, Departments and Products, enter account combinations to be used by the organization.  Only account combinations that have been entered into this table may be selected when entering transactions into the accounting system.  Once an account has been entered into this table it cannot be removed.  If you no longer want to use an account, its status can be changed from active to delete.
To build the general ledger chart of accounts, complete the following procedures:
1. Select the Data Entry tab, System Utilities Module and double-click on the Module step Account Information.
2. The Chart of Accounts setup screen will be displayed.
3. Type or select the numbers from the drop down lists for account, division, department and product. The account balances will be $0.00 until a Trial Balance has been updated to the general ledger.
4. Press the [Close Window] button to save any changes and return to the Main Module.
Note:  To edit a general ledger account change its status to Delete and add the correct account to the bottom of the table.  Press the [New] button on the toolbar to go directly to the last empty record in the table.