Maintain Chart of Accounts Form

To access this form, go to Maintenance > General Ledger > Chart of Accounts

Use this form to maintain chart of accounts codes.

 

Chart of Accounts Table

Add Chart of Accounts Code: Select to go to the Maintain Chart of Accounts Add Code Form

Delete: Selecting an account code from the table activates the Delete button.

Items Per Page: Select how many items per page to display using the drop-down list. You can view items in the table in increments of 10, 20, 50, or 100.

Search: Enter a sequence of characters to filter the list displayed in the table.

Select: Click in the Select column to select individual records. Click the Select check box located in the title bar of the table to select all records

Column Names: The columns available in the Maintain Chart of Accounts Table depend on what account codes are available in your implementation of MIP Cloud.

Reset Grid: Click to reset the table to its default order. See the Tips and Shortcuts page for more information on reorganizing grids

 

Chart of Accounts Code Table Columns

The following columns are available in the Chart of Accounts Code table.

Code	The account code number. Select a code number to go to the Maintain Chart of Accounts Edit Code Form
Segment Name	The account code segment name
Status	The account code status: A - Active, I - Inactive, D - Discontinued
Title	The account code title
Short Title	The account code short title
Type	The account code type (for example: CSH - Cash, ARO - Accounts Receivable)
Designation	The account code designation (for example: N/A - Not Assigned, CCE - Cash and Equivalent)
Form 990 Line Number	The account code Form 990 Line Number (for example: N/A - Not Assigned, 1 Pt l - Contributions, gifts, grants, and similar amounts received)