G/ L Account Mass Add

The G/L Account Mass Add page is a wizard that allows authorized users to perform a mass association of organization sets and account elements. For Chart of Accounts setup, use the Mass Add page to enter non-cash accounts.

To access the page, go to Maintenance > new world ERP Suite > Chart of Accounts > G/L Accounts > Mass Add.

G/L Account Mass Add consists of four pages:

  1. The first page is used to select the organization sets that will be included in the mass add.
  2. The second page allows you to select the accounts that will be associated with the organization sets.
  3. The third page is used to select the budget settings that will be applied to all general ledger accounts that are created using this page.
  4. The fourth page displays the general ledger accounts that will be created. Clicking Save on the last page creates the general ledger accounts selected.

Step/Page 1: Select Organization Sets

The first step in selecting the general ledger accounts to add is to select the organization sets.

  1. On Page 1, select a check box next to the G/L Organization Set(s) to be used in the mass add. For example: 100 General Fund.
  2. Click Next.

Step/Page 2: Select Accounts

The second step in selecting the general accounts to add is to select the account elements.

  1. On Page 2, select a check box next to the Accounts to be included in the mass add. You can use the Account Type drop-down list to filter the Account List by Account Type.
  2. Click Next.

Step/Page 3: Select Default Budget Settings

The third step in selecting the general accounts to add is to select the default budget settings that will be applied to each general ledger account when it is created.

  1. On Page 3, in Budget Type, select whether the account is budgeted and how transactions are validated against the account in terms of available budgets. If Account Classification or Organization is selected, the Budget Level drop-down list appears. Select the Budget Level that corresponds to the budget type selected.
  2. In Account Status, select the account status to assign to the general ledger accounts that are created.
  3. In Project Requirement, select the type of project required to assign to the general ledger accounts that are created.
  4. In Project Usage, select the type of project usage to assign to the general ledger accounts that are created.
  5. Click Next.

Step/Page 4: View G/L Accounts

The fourth and final step in mass creating general ledger accounts is to view the list of accounts to be created, based on the selections made on the previous pages.

  1. On Page 4, click Save. The G/L Account Mass Add Complete dialog box appears. It lists the G/L Accounts that were created.
  2. Click OK to close the dialog box and return to the G/L Account Mass Add page.

Repeat the above steps as needed, until all non-cash general ledger accounts have been added.

See Also

G/L Account Mass Status Change

Chart of Accounts Overview