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Chart of Accounts Wizard

General Ledger Checklists

General Ledger FAQs

Chart of Accounts Wizard - Finish Panel

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

Use this final panel to review the total number of new accounts and assignments (offset, closing, account code, financial statement, and report group) that the system will create.

  • Click Back to review or change your selections.
  • Click Finish to complete the wizard and save your new account.
  • Click Cancel to exit without saving any changes.