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Siri H.

Adding New Accounts

Posted By

I'm on Sage CRE 300 v. 13.1...

I would like to add some new accounts to the chart of accounts.  If I do this, is there a report or something that I can run to see where an account is connected?  For example, I have an account labeled "Insurance Expense" and would like it split into the two different types of insurance expense that we have. So going forward all of the items that went into account A will now go into either account A or account B.  What do I need to check to ensure things are still adding correctly?  I'm thinking Financial Statements (not sure what to check or how to go about that) and I worry there may be other areas that will be affected as well.

Thanks.

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    To get an overview of your chart of accounts, you can run a report in GL (Reports, Lists, Chart of Accounts). This will allow you to verify account numbers and account types to be sure everything is set up as expected. As for tracking on financial statements, you will need to either refresh the default designs or add the new accounts to any custom designs you have. KB article 17041 "How do I add new accounts to a financial statement design?" will walk you through both options.

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  • 0

    To get an overview of your chart of accounts, you can run a report in GL (Reports, Lists, Chart of Accounts). This will allow you to verify account numbers and account types to be sure everything is set up as expected. As for tracking on financial statements, you will need to either refresh the default designs or add the new accounts to any custom designs you have. KB article 17041 "How do I add new accounts to a financial statement design?" will walk you through both options.

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