Create a general ledger account

Create a general ledger account for each account in your organization that requires an account number to associate expenses with.

Before you begin

Role required: financial_mgmt_admin

About this task

Accounts are associated with all three types of expenses in the general ledger.

Procedure

  1. Navigate to Financials > General Ledger > Accounts.
  2. Fill out the form fields (see table).
  3. Click Submit.
    Table 1. General Ledger Account form fields
    Field Description
    Account Number Enter a unique account number for each account.
    Description Enter a detailed description for the account.
    Name Enter a descriptive name.