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Reference screenshots below instructions.
Add a Chart of Accounts:
- Select the Finance app from the app launcher
- Click the Business Groups tab.
- Under the Recently Viewed drop-down menu, click All.
- Select the AIA business group.
- On the Business Group page, scroll down to the Chart of Accounts Related list section and click the New GL Account button.
- On the New GL Account page, complete the required fields.
- Enter any optional field values, as needed ( Report Category, Type, Detail).
- Click Save.
- The required GL account is created and viewable in the Chart of Accounts related list present on the Business Group record.
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