Account coding conventions

Each new account must be assigned an account code. It is important that you assign a code within the logical range of codes for the appropriate type of account, according to your chart of accounts coding structure. This is because the account code determines the sequence the accounts appear, by default, on reports and inquiries.

Numbers are sequenced from 0 to 9 and are placed before letters. For example, 81AS01, which will show before AS8101, and so on.

Ideally in your chart of accounts structure you should allocate a block of numbers to each group of accounts. For example, sales accounts might be in the range 100-199. Cost of sales in the range 200-299, and so on. If you set up a report which includes all the cost of sales accounts, SunSystems will print out all the accounts in the specified range. When you add more accounts within this range you do not need to alter your report definition.

The account code, and all other key, lookup and shortcode fields which are forced to upper case characters, can contain alphabetical characters, numeric characters or sybols, for example, - : . / )

Note: You must avoid using letters with accents, or other diacritical marks or ligatures that have no support for majuscule form, such as the German Eszett character, ß. Such letters can give unexpected sequences.