Overview
Review the current account structure and maintain accounts available to each subsidiary.
Before you begin
Changes to posting accounts affect transaction entry and financial reporting. Coordinate account creation and availability with finance.
Main task
- Open Chart of Accounts under Records and search by number or name.
- Review account type, currency where applicable, active status, and subsidiary applicability.
- Create or edit using the current supported fields and intended accounting classification.
- For bank accounts, review the bank metadata and document-numbering setup offered by the form.
- Verify availability in the intended transaction selector and placement in applicable financial report layouts.
Check the result
The ERP uses the current natural account structure. Transaction and report screens use accounts applicable to the selected subsidiary.
If something goes wrong
A missing account may be inactive or unassigned. Do not recreate retired numbers or use a similar account without finance approval. Linked records can prevent deletion.