Difference between revisions of "Chart of Accounts"

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'''This set of instructions is for creating a Chart of Accounts record for a new account.'''
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'''The Chart of Accounts program is found on the Action button at the top right of the Post Transaction window.'''
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'''Creating a new account by a school site user'''
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#Open the '''Post Transaction''' program.
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#Complete the setup box as you would do for posting a transaction.
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#Click the '''Action''' button at the top right of the posting transaction window.
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#Select '''Chart of Accounts'''
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#The set of accounts that appears will be the fiscal year records based on the '''From Date''' on the posting transaction setup box.
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#Click the '''Account''' field on the top blank line of the Chart of Accounts.
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#The popup that appears are those accounts that have your school site code and the site 700 (district level) site code.
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#'''Click the ''Cancel'' button at the bottom of the popup'''

Revision as of 12:17, 18 September 2015


This set of instructions is for creating a Chart of Accounts record for a new account.

The Chart of Accounts program is found on the Action button at the top right of the Post Transaction window.


Creating a new account by a school site user

  1. Open the Post Transaction program.
  2. Complete the setup box as you would do for posting a transaction.
  3. Click the Action button at the top right of the posting transaction window.
  4. Select Chart of Accounts
  5. The set of accounts that appears will be the fiscal year records based on the From Date on the posting transaction setup box.
  6. Click the Account field on the top blank line of the Chart of Accounts.
  7. The popup that appears are those accounts that have your school site code and the site 700 (district level) site code.
  8. Click the Cancel button at the bottom of the popup
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