Adding a single account to a company
A single account can be added to a company on the Reconciliation Account form.
- Select the company and then click the Create button on the Accounts tab.
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On the Create Reconciliation Account form, use the following guidelines to specify field values:
- Account Number
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Required. Specify an account number for the account.
- Account Type
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Required. Select an account type from the drop-down list.
- Reconcile Frequency
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Required. Select the frequency of reconciliation from the drop-down list.
- Accounting Unit
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Optional. Select an accounting unit for the account.
- Account Group
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Optional. Select the account group for the account.
- Requires Approval
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Optional. Select the checkbox to require approval for the account.
- Requires Supporting Documentation
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Optional. Select the checkbox to require supporting documentation for the account.
- Task
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Optional. Select a task for the account.
- Team
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Optional. Select the team that owns the account.
- Team Member
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Optional. Select a member of the specified team designated to own the account.
- Active
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Optional. Select the checkbox to make the account active.