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:
- In Accounting Center, in the left navigation pane, click Setup > Ledger > Chart of Accounts > Add Account.
You see the Add Account panel. 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.- Click Submit.
An information message appears. - 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. - Click Submit.
- 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.
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