Chart of Accounts Info Center Form

Use the Chart of Accounts Info Center form to add or modify accounts in the standard chart of accounts.

You can also use this form to associate accounts with account groups.

Location

To display the form, complete the following steps:

From the GovWin Capture Management Navigation menu, click Info Center > Accounts > Chart of Accounts.

Contents

Toolbar

Field	Description
New	After you click this option, select one of the following: Select New Account to open a blank account record. Select Copy Current Account to copy the current account to a new record. You can then edit the copied record to create a new account. Select Select Account to Copy to open the Account lookup and select an account to copy. You can then edit the copied account to create a new account.
Delete	Click this option to delete an Info Center record.
Print	After you click this option, select one of the following: Select Print Current Account to print the account currently open in the browser. Select Print Active Group to print all currently open accounts, if more than one account is open. Select Select Account to Print to open the Account lookup and select accounts to print.
Detail View/List View	Either the Detail View or the List View option (but not both) displays on the toolbar. List View — This option displays when you have the Detail View of the Info Center form open. Click this option to change to the List View and display the information in a grid format on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more Info Center records at a time. You can add, remove, or change the order of the columns in the grid by clicking the Select Fields option on the grid toolbar. Detail View — This option displays when you have the List View of the Info Center form open. Click this option to change to the Detail View and display the information on tabs on the form. This is the default view that displays when you open this Info Center. Detail View is the view that is described in help topics. The Info Center records that you select on the Standard lookup or the Advanced lookup in the Search field on the Info Center form display in the List View and Detail View.
Save	Click this option to save your work.
Help	Click this option to display the online help.

Fields

Field	Description
Number	Enter the account number. The maximum account number length is determined on a firmwide basis during installation.
Name	Enter a unique name to identify this account. If the Do not allow Account Name Changes check box is selected on the Accounts tab in Configuration > Accounting > Company Settings for a company, you cannot change the name in this field after a transaction (posted or unposted) has been created for this account.
Type	Select an account type to classify the account. Ajera CRM uses this information for organizational purposes on the account reports.
Detail	Show Detail — Select this option to include all details. No Detail — Select this option to include only the net change for the selected period. Summarized — Select this option to include one entry per journal per date for dates on which transactions occurred.
Status	Select one of the following settings to indicate the account status: Active — Select this option if the account is currently in use. Inactive — Select this option if the account is not currently used. When you select this option, it removes the account from the list of active accounts that displays on the Account lookup, but the account remains in Ajera CRM to report on history. Dormant — Select this option to indicate that the account cannot be used in Ajera CRM.
FAS Depreciation Account	This field displays the account to use for recording depreciation amounts imported from Best FAS via the Data Import utility. In the Utilities help, see the discussion of the FAS depreciation entry table formats for a list of fields and data types used to prepare a file containing FAS depreciation data for import.
Cash Basis Account	The following guidelines are recommended accrual account to cash-basis account mappings.