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:
- Financial & Accounting > Setup > Accounts > Chart of Accounts
Video:DocGen Add-in allows for the creation of a new manual trigger for a document generation. For example, creating a new PO template that doesn't show the prices by modifying the default PO template.
Benefits:
- Create different variations of similar documents that can be manually triggered to generate
Roles:
- System Admin
Additional Content
- Completing the steps in the video adds a new template to select from the list under File > Reports... in PENTA for Windows
Location:
- Microsoft Word > File Menu > PENTA DocGen Add-in (Creates new Template)
- Microsoft Excel > File Menu > PENTA DocGen Add-in (Creates new Trigger)
Video:
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