Setting up a chart of accounts

Reference screenshots below instructions.

Add a Chart of Accounts:

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