Chart of Accounts Wizard

Access this wizard using Maintain>Chart of Accounts Codes> Wizard.

Use this wizard to quickly set up accounts, and then assign them to the proper offset account assignments, closing account assignments, report group assignments, financial statement formats, and account code combinations based on a similar account's assignments.

To use the Chart of Accounts wizard you must have previously created an account and made the appropriate assignments for it. Then, when you want to add a similar account, use this wizard. Assignments you make using the wizard add to any assignments that have been previously set up for an account. The wizard does not replace or change any existing assignments.

The following list displays the work flow of the Chart of Accounts Wizard. Click the link to view detailed information about each panel:

Work flow: