- 9.2. Chart of Accounts
9.2.1. Create New Accounts - 9.2. Chart of Accounts
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9.2.1. Create New Accounts
Create a new account
COACreate.JPG
After clicking on the icon to create a new account, the Create a New Account window will open as shown above.
| New Account Fields | Description |
|---|---|
| Type of Account * | Select the type pf account that you are creating form the drop down selection list. |
| Active | By default, the Active check box is checked meaning the account is visible and available for use. If the Active check box is unchecked, the account will not appear in selection lists for future use. |
| Account Name * | Enter the name of the account that you are creating. |
| Subaccount of | You can make the account that you are creating a sub-account of an existing account. The sub-account will appear in reports under the parent account. |
| Account Number | Enter the account number that you want to assign to this account. |
| Save Account Button | Click on the Save Account button to save your account. |
Flagging Current Assets Accounts To Print Checks
When creating or editing a current asset account type, you the Create or Edit account window will appear with the 'Will you write checks from this account?' prompt. If checked, you will be prompted for a starting check number to print for the check stock sequence number. Entering the starting check number here is optional. You will always be prompted for the starting check number to be used when printing checks. When a current asset account os flagged as an account that you will write checks from, you will be allowed to select this account when generating checks. If you have multiple cash accounts that you want to be able to write checks from, flag the accounts as accounts that you will be writing checks from.
COACurrentAssets.JPG
Searching Accounts
To search your Chart of Accounts, click on the 'Search for an account' icon to open the Search Accounts window.
COASearch.JPG
| Search Accounts Input Fields | Description |
|---|---|
| Account Number | Enter the account number or the first few digits of the account number that you are looking for and click on the Search button. If your input string matches any account numbers in the Chart of Accounts database, all matches will be displayed. You can click on the specific account that you are looking for in the Search results list to view or edit the account details. |
| Account Name | Enter the first few characters of the account name that you are looking for and click on the Search button. If your input string matches any account names in the Chart of Accounts database, all matches will be displayed. You can click on the specific account that you are looking for in the Search results list to view or edit the account details. |
| Account Types | Select the account type that you are searching for and click on the Search button. All accounts with the selected account type will be displayed. You can select multiple account types to search for by holding down the 'Control'(CTRL) key and clicking on the types. |
| Search Button | Click on the Search button to perform the search. |
Saving Search Criteria
If you use the same search input data regularly, you can save the search information. The 'Save Search?' allows you to name your search so it can be reused without having to enter the search information.
After selecting your search criteria, click on the 'Save Search?' check box and you will be prompted for a name for your search and click on the Search button. Your account list will be filtered by the search data and your search will be saved.
COASaveSearch.JPG
The example above shows a search for all equity accounts. We entered a search name of 'Equity Accnts Only' and clicked on teh Search button. The image below shows the Chart of Accounts filtered by our search criteria results.
COASearchResults.JPG
The next time we want to search for Equity accounts types, we can now use the saved search option. Click on the Search for an account icon again and you will now have the option to select your saved search or to enter new search criteria.
COASaveSearchSelect.JPG
Click on the drop down selection arrow to see a list of saved searches and click on the search name that you want to perform and click on the Go button. The saved search information willbe used to performed the search and your search results will be displayed in the Chart of Accounts window.
Saved searches cannot be edited. To change the saved search criteria, you must delete the saved search first and create a new saved search. You can use the same saved search name if desired. To delete a saved search, select the saved search from the drop down selection list so the name of the search appears in the input box, then click on the X icon to delete the saved search. You will be prompted to confirm your delete. Click on the OK button to delete the saved search.
COASaveSearchDelete.JPG
- 9.2.1. Create New Accounts
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