Overview:
The Chart of Accounts window lets you add new general ledger accounts by establishing a unique name and account number for each account and entering information about the account's status, classification, and type. If your organization is a Multi-Currency user of PENTA, you can also indicate the currency in which the account is denominated. After entering this information, you can validate the account for all or select organizational units. This window also allows you to query and modify existing accounts, including inactivating accounts that are no longer used.
Benefits:
- Provides an accurate record of all financial transactions
- Aids in compiling key financial statements
- Provides the ability to authorize general ledger accounts for one, some, or all organizational units
- Provides subledger requirements and ensures the ledger is always in balance with the subledger details
Roles:
- Accounting Manager
- CFO
Additional Content
- Add additional content here as needed
- Example: Video may not cover the details of on us information in the bank account information window. A link to a KCS article should be listed that contains that detailed information that is relevant to this topic
Location:
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User Defined Fields are created in this window to be available on various records (Jobs, Employees, etc.) to track information that is not a standard field.
Benefits:
- Ability to make fields required to confirm data is captured
Roles:
- System Administrator
Additional Content
- Note: the nature of user defined fields being User Defined means that standard reports do not display the information. Custom reports will need to be created to filter, display, etc., user defined values.
Location:
- System Management > System Rules > User Defined Fields
Video: