Adding a single account to a company

A single account can be added to a company on the Reconciliation Account form.

  1. Select the company and then click the Create button on the Accounts tab.
  2. On the Create Reconciliation Account form, use the following guidelines to specify field values:
    Account Number

    Required. Specify an account number for the account.

    Account Type

    Required. Select an account type from the drop-down list.

    Reconcile Frequency

    Required. Select the frequency of reconciliation from the drop-down list.

    Accounting Unit

    Optional. Select an accounting unit for the account.

    Account Group

    Optional. Select the account group for the account.

    Requires Approval

    Optional. Select the checkbox to require approval for the account.

    Requires Supporting Documentation

    Optional. Select the checkbox to require supporting documentation for the account.


    Optional. Select a task for the account.


    Optional. Select the team that owns the account.

    Team Member

    Optional. Select a member of the specified team designated to own the account.


    Optional. Select the checkbox to make the account active.