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Create GL Accounts

Use this wizard to create new GL accounts. There are four steps to this process:

  1. How to Create GL Accounts

  2. Review and Edit GL Accounts

  3. Apply Security to New GL Accounts

  4. Add New GL Accounts to Budget

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How To

Manually Create GL Accounts

This can be useful when you're creating a few accounts. You can enter account information directly or paste GL account information into the system from an external source like Microsoft Excel or Google Sheets.

  1. Navigate to the Create GL accounts page.

  2. From this page, you can see there is a 4 step wizard for creating new GL accounts.

  3. STEP 1: Choose how to create the new GL accounts. Select Manually create GL accounts button.

  4. Click Save and continue.

  5. STEP 2: Review and edit GL accounts. There are two ways you can add accounts to the worksheet:

    1. Type the account information directly into the worksheet.

    2. Paste from Excel (using Ctrl + C and Ctrl + V).

  6. Click the Save Worksheet_Save.jpg icon in the upper left corner of the worksheet to see if there are any errors or warnings that appear for the newly entered rows.

  7. Click Save and continue.

  8. STEP 3: Apply security to new GL accounts. From here you can select roles and components to manage the accounts.

    1. When this section opens, you will notice that the accounts are labeled with a warning Exclamation Icon icon and under the Security column is the "Not assigned, no users have access" which means you need to choose who will be able to access the accounts being added.

    2. Using the checkboxes next to the accounts and the Add component security or Add alternate security buttons, you can quickly assign users to the accounts.

      1. Component Security: allows you to select predefined roles giving permission to any user assigned to the role access to the selected accounts.

      2. Alternate Security: allows you to select a predefined security code that will provide users assigned to that code access to selected accounts.

  9. Click Save and continue.

  10. STEP 4: Add new GL accounts to Budget. If any of the new accounts need to be part of a budget, you can use the checkboxes and the Add accounts to budget button.

  11. Once you have all the new accounts added, secured, and applied, you can click the Create GL accounts button. After a quick pause to make sure you want to complete the process, you will be redirected to the GL Account List page.