Chart of Accounts
Create Account Segment
In Manage, select Configuration.
Select Chart of Accounts.
Select Create Account Segment.
Fill out the required form.
Select Proceed to Review.
Select Save and Confirm.
Upload Chart of Accounts
In Manage, select Configuration.
Select Chart of Accounts.
Select Upload Chart of Accounts.
Select Download CSV Template.
Modify the template.
Select Upload.
Map the fields as necessary.
Select Review and Confirm.
Select Confirm and Save.
Explanation of Fields
Field Name | Description | Format | Example |
|---|---|---|---|
Code Required | Unique code for the associated Account Segment | Characters | 100 |
Name Required | Display name for the Account Segment | Characters | General Fund |
Type Required | Category for the given Account Segment | Characters | Funds |
Updates to the Chart of Accounts in Manage will not sync to your ERP. If you need to modify your chart of accounts, make the updates in your ERP and then in Manage.