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finance:maintenance:createchartofaccounts

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finance:maintenance:createchartofaccounts [2019/04/25 14:25] – emorenofinance:maintenance:createchartofaccounts [2022/07/27 14:08] (current) – emoreno
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   * Alphanumeric code components can be used in subobject, educational span, and project detail components of the account code.   * Alphanumeric code components can be used in subobject, educational span, and project detail components of the account code.
  
-See [[general:commonpayrollobject:subobjectcodes|common payroll/subobject codes]].+Reference the following documents for additional information:   
 +  * [[general:commonpayrollobject:subobjectcodes|Common Payroll/Subobject Codes Guide]] 
 +  * [[general:debit_credit_guide|Debit/Credit Guide]]
 </WRAP> </WRAP>
  
- +VCV Under **Retrieval Options**, you can narrow the account codes displayed on the page by entering data in the following fields: 
-====Retrieve accounts:====+
  
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Account Code|Type all or some of the desired account code. |+^Account Code|Type all or some of an account code, or click {{:images:smallpicklist.gif|Ellipsis Icon}} in each field of the lookup to select the appropriate account code components from the Account Codes lookup. The selected account code component is populated in the corresponding **Account Code** field.|
 ^Active/Inactive|Click {{:images:dropdown.gif|Drop-down Arrow}} to select //Active// or //Inactive// from the drop down. | ^Active/Inactive|Click {{:images:dropdown.gif|Drop-down Arrow}} to select //Active// or //Inactive// from the drop down. |
 ^Description|Type the account description.| ^Description|Type the account description.|
 +
 +VCV Click **Retrieve**. A list of account codes matching your search criteria is displayed. 
  
 ====Add an account:==== ====Add an account:====
  
-^+Add|Click to add a row to the last page of account codes.|+VCV Click **+Add** to add a row to the current page of account codes.
  
 ^Account Code|{{page>general:createchartaccountcode}}| ^Account Code|{{page>general:createchartaccountcode}}|
 ^Description|Type the new account description.| ^Description|Type the new account description.|
-^Active/Inactive|Click {{:images:dropdown.gif|Drop-down Arrow}} to select //A Active// or //I Inactive// from the drop down.|+^Active/Inactive|Click {{:images:dropdown.gif|Drop-down Arrow}} to select //Active// or //Inactive// from the drop down.|
  
 +VCV Click **Refresh Description** to update the **Description** field after entering an existing account code or after entering a new account code with a blank description. The description is populated from the **Object Description** field on the Finance > Tables > Account Codes > Object Code tab.
  
-|++Refresh Description.|{{page>general:chartofaccts_refresh_description}}++| 
  
  
-Click **Save**.+VCV Click **Save**.
  
  
 ====Other functions and features:==== ====Other functions and features:====
-^Retrieve|++Retrieve data.|{{page>general:retrieve}}++| +^Retrieve|{{page>general:retrieve}}| 
-^Print|++Print data.|{{page>general:printreport}}++| +^Reset|Click to clear the fields under **Retrieval Options**.|  
-^{{:images:trash_delete.gif?15|Trashcan Icon}}|++Delete a row.|{{page>general:deletearow}}++|+^Print|Click to print the report. [[general:printreport|Review the report.]]| 
 +^{{:images:trash_delete.gif|Trashcan Icon}}|{{page>general:deletearow}}|
  
  
finance/maintenance/createchartofaccounts.1556202326.txt.gz · Last modified: 2019/04/25 09:25 (external edit)

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