Define Account Structures - the Overview Tab

This tab contains a spreadsheet with all the information from the Define tab per account. This view may be easier to use when arranging the summation structure of the accounts, but you can also add new accounts, copy accounts and change existing accounts on this tab.

Procedure

  1. On the Maintain menu, click Account Structure/Define. The Define Account Structure window opens.
  2. On the Overview tab, you can either define new accounts or change the information of existing accounts in the columns. See the Define tab for more details. If account rows are shown in red, this means they are summation accounts.
  3. To add a new row, click the Add Rows button to insert a new row above the selected row.
  4. Click Save.
  5. Click Close or open the Reorder tab.