Acnt (G/L Account)

Accounts may be set up to track expenses, in the Purchase Order window, items purchased will be charged to an expense account.

Set up accounts by department, job, equipment, etc.

Purchased items have preset accounts, assigned when entering the item, but this can be changed when ordering or in the Item Edit window

Accounts may be accessed by choosing Navigation/Charge To Accounts

Editing and Creating New Accounts

(1) Select an account to be edited
(2) ID's are used to save space on printed forms or disguise actual information
(3) There is no limit on the length of the name, but if it is printed it will be cut off or may overlap fields
(4) Just for reference, liability is default
(5) Saves changes when editing account
(6) This area is used for adding new accounts
(7) Print a list for reference
(8) Select account from list above and click here to choose account field

Using Accounts

Accounts may be selected per item row and are preset for each item in the item details

You will be prompted to save changes to the item, if you change the account on an order

Account uses ID by default

Accounts may use the account name, but the space is limited on many forms and long names will be truncated

Change the account from ID to name