Set Up Accounts

On the Account page, authorized users can create the account element part of the general ledger account number.

To set up or edit an account, follow the steps below:

1. Go to Maintenance > new world ERP Suite > Chart of Accounts > Accounts. The Account List screen displays.
2. Click Search. To narrow your search and limit your results, continue and select any or all of the remaining fields as needed.
3. Click New to create the account element part of the general ledger account number. To edit an existing account, click the account number hyperlink to open the Account page.
4. For a new account, in Type select the account type.

For more information on setting up a specific account type, click on a link below:

• Assets
• Liabilities
• Fund Equities
• Revenues
• Expenses

Note: The Government Reporting tab is used exclusively for the Government Reporting module and is not discussed in the online help.

See Also

Default Offsetting Accounts 

Account List

Chart of Accounts Overview