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Finance > Maintenance > Create Chart of Accounts
This page is used to create, update, or delete the list of valid accounts in a chart of accounts for the logged-on file ID. No amounts are entered and no additional records are created when a new account is added. Accounts can be deleted if there are no transactions. The Description and Active/Inactive fields can be changed.
Notes:
+Add | Click to add a row to the last page of account codes. |
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Account Code |
PEIMS Reporting Element
Click in each field of the lookup to select the appropriate account code components.
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Description | Type the new account description. |
Active/Inactive | Click to select A Active or I Inactive from the drop down. |
Refresh Description.
Click to update the Description field after enter an existing account code or after entering a new account code with a blank description. The object code description is populated from the Object tab.
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Click Save.
Retrieve | Retrieve data.
The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.
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Print data.
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Delete a row.
Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.
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