Adding Accounts

From the Main Menu screen, click ACCOUNTS. The Browse Accounts screen appears. (Make sure active accounts are selected in the View drop-down list.)

Click

on the toolbar. The Add Acount Wizard is initiated.

Enter the account number and description of the account.

Checking the Repeat Wizard checkbox repeats the Add Account Wizard at step 3 so you can continue adding accounts quickly and efficiently. Uncheck this checkbox to create only one account.

Click START to continue to step 2 of the wizard.

Validate Account Segment Values

Review and validate the account segment

number values (fund, site/project, line item, sub-line item, team).

Note: Click to browse for a segment value on a separate screen. Select the value and click OK; the selected value will then display on the wizard screen.

Click NEXT to continue to step 3 of the wizard.

Specify Additional Account Setup Values

Select the account type from the drop-down list.

Select the close to account (if applicable).

Select the HUD account.

10.

Select the FDS account.

More on FDS account codes...

11.

To make this account part of a report group

, enter the group into the report group #1 field.

12.

To make this account part of another report group, enter the group as report group #2.

13.

To make this account part of a third group, enter the group as report group #3.

14.

Click FINISH. You will return to the Browse Accounts screen with the new account highlighted in the table.