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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:
Under Retrieval Options, you can narrow the account codes displayed on the page by entering data in the following fields:
Click Retrieve. A list of account codes matching your search criteria is displayed.
+Add | Click to add a row to the current 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. |
Click 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.
The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.
Review the report using the following buttons:
Click to go to the first page of the report.
Click to go back one page.
Click to go forward one page.
Click to go to the last page of the report.
The report can be viewed and saved in various file formats.
Click to save and print the report in PDF format.
Click to save and print the report in CSV format. (This option is not available for all reports.) When a report is exported to the CSV format, the report headers may not be included.
Click X to close the report window. Some reports may have a Close Report, Exit, or Cancel button instead.
Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.
Click Save.
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