Chart of Accounts Wizard - Account Assignments Panel

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

Use this panel to enter the Model Account and specify where you want to assign the account. In order to use this wizard, you must have first set up, at least one account. After you set up this account, you can model an account after it. Your new account copies all options associated with that account—offsets, closing, account combinations, financial statement assignments, and report group assignments.

Note: If you select None as the model account, you will not be able to select account assignments.

 

The wizard will automatically make assignments for this account.: The account code and account title that was previously entered.

What is the model account you would like to use?: Enter the model account, or select one from the drop-down list. The account title displays to the right of the model account.

Where would you like to assign the account?: Select where you want to assign the account by placing a check mark beside the item. Below is a list of your choices for account assignments:

• Offset Account Assignments: Available for Fund and General Ledger segments only.
• Closing Account Assignments: Available for Fund and General Ledger segments only.
• Account Code Combinations: Available for all segments if allowed for the organization, and the segment is included.
• Financial Statement Assignments: Available for General Ledger segments only.
• Report Group Assignments: Available for all segments.

Select None, if you do not want the account code to follow a model or when no model assignments are available.