How to create a chart of accounts in a new company
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Cause
Resolution

Important: This options described in the steps below will only be available if:

  • You create a new company from scratch (not based on an existing company)
  • You have not yet created any ledger accounts in 1-7 General Ledger Accounts
  1. Log into the new company as the  Supervisor user (or with Company Admin rights)
  2. Open 1-8 General Ledger Setup.
  3. Select Options and choosing from the following:
    • General Contractor accounts
    • Four-Digit Accounts
    • Five Digit Accounts
    • Subcontractor Accounts
    • Four-Digit Accounts
    • Five Digit Accounts
    • Home Builder Accounts
    • Remodeler Accounts
  4. You will then be prompted to select other options such as the Cost Code Scheme Select.
  5. [OK]
[BCB:154:Chat 100 Contractor US:ECB]


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