Master Data Setup

Lesson 1: Designing Your Chart of Accounts

In Lesson 1 we will explore the design elements to consider when building out your Chart of Accounts. We will also cover importing a Chart of Accounts, Creating New Sub Type values, GL Accounts, and GL Variables.

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Training Modules

Module 1: Design Elements to Consider

In this training module we will review the key design elements for your Chart of Accounts including the GL Transaction Table and GL Account Types and Sub Types.

Module 2: Import Chart of Accounts

In this training module we will explore the key steps involved in preparing your Chart of Accounts and completing the import process for your organization.

Module 3: Create a New Sub Type Value

This training module covers a detailed description of how you can utilize Sub Types to further customize your Chart of Accounts.

Module 4: Create GL Accounts and GL Variables

This training module will walk you through the process of creating GL Accounts and GL Variables.

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