Maintain Chart of Accounts Edit Code Form

To access this form, go to Maintenance > General Ledger > Chart of Accounts and select a Code in the table

Use this form to review or update chart of accounts codes.

Note: Refer to the field text to the right of the form for additional form information. Not all form fields are available for all Segment types.

 

Account Segment

Segment: The account segment

Code: The account code

 

Account Information

Account Type: The account type

Status: Select the account code status from the drop-down list

Currency: The currency type

Title: Enter the account code title

Short Title: Enter an account code short title

 

Account Details

Designation Code: The account code designation, for example: N/A - Not Assigned or CCE - Cash and Equivalents

Form 990 Line Number: The account code Form 990 Line Number, for example: N/A - Not Assigned or 1 Pt l - Contributions, gifts, grants, and similar amounts received

Last Check Number: The last check number before the reorder point

Check Reorder Point: The check reorder point

Required Account Assignments: The required account assignments

 

User Defined Fields

Created by an administrator, user defined fields (UDF) have specific characteristics such as field type, character length, and default values specific to the field. All fields that display in this section are specific to your organization.

 

Model Account

Select the model account you would like to use: Select the model account from the drop-down list.

Assign Account To: Select the account to assign from the list of account types.

 

Buttons

Cancel: Select to cancel your Chart of Account record changes and return to the Maintain Chart of Accounts form.

Save: Select to save when you are finished making your changes.