Account Code Combinations Wizard - Introduction Panel

Access this panel using Maintain>Account Code Combinations> Wizard.

Use this panel to set up either valid or invalid combinations, depending on what you selected by the Administrator using Organization>Organization Preferences.

  • Valid combinations are groups of account codes that can be entered in the same line item. When you set up valid account code combinations, all combinations not entered are not allowed.
  • Invalid combinations indicate account codes that cannot be entered in the same line item. When you set up invalid account code combinations, all combinations not entered are allowed.

Account combination assignments you make using the wizard do not override any assignments that have been previously set up—they only add to them.

  • Use Reports>Lists>Account Code Combinations to print the data entered on this wizard.
  • The wizard is most useful when you have the same account code combinations that need to be set up for a number of funds. If you have already set up account code combinations for one fund and need to copy those assignments to another fund, use the Maintain>Chart of Accounts Wizard.