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In the Add Account panel, you can add a custom account manually to a custom COA. A custom Chart of Accounts (COA) contains accounts that you customized. You can add conversion and non-conversion accounts to a custom COA, such as the STAR COA. 

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To add a custom account manually:

  1. In Accounting Center, in the left navigation pane, click Setup Ledger > Chart of Accounts > Add Account.
    You see the Add Account panel.
  2. Complete the options to describe the new account.
    A description of each option follows.
    NOTE:  Review additional guidelines if you add a custom ledger account that you expect to use in expense processing or in unrealized gain/loss processing

  3. Click Submit.
    An information message appears.
  4. Click OK.
    The Status window appears. If the Status Text field is Request Complete, the system adds the new account when you submit the request.
  5. Click Submit. 
  6. To confirm that the system added the account successfully, you can use the List Custom Accounts panel to see that the account exists for the selected custom COA. 

After you add a custom account, you can use the Ledger Item Editor to add the account to the ledger profiles. This enables the reports that are associated with these profiles to use these accounts in calculations and/or display them in the reports. For more information, see Manage Ledger Profiles.

Add Account Panel Options

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