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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. 

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Option

Tag

Description

Add Custom Ledger Account for: 

7102

Indicates whether you are adding the new account to a new or existing custom COA. Options include:

  • New Chart of Account Name. Allows you to add an account to a new custom COA. 
  • Existing Chart of Account. Allows you to add an account to an existing custom COA. You can select this option to add accounts to the STAR COA.
Chart Of Account Name1641If you are adding an account to a new custom COA, identifies the name of the COA. This field appears if you set the Add Custom Ledger Account for field to New Chart of Account Name. 

Query Existing Chart of Account Name

7101

Specifies the name of the custom Chart of Account to which you are adding the new account. For example, this value is typically STAR. This field appears if you set the Add Custom Ledger Account for field to Existing Chart of Account.

Chart of Account G/L Number 

1623

Specifies the account number for the custom account in the selected custom COA. Eagle Accounting uses this account number for reporting. It can differ from the account number in the core COA.

Chart of Account G/L Description 

1624

Describes the custom account associated with the selected custom COA.   Eagle Eagle Accounting uses this account description for reporting. It can differ from the account description in the core COA.

Chart of Account G/L Sub Group 

1748

Specifies the sub group for the custom account associated with the selected custom COA. This value should be the same as the value used for the STAR CORE Sub Group field (tag 1289). Options include: 

  • Asset 
  • Liability
  • Capital
  • Income 
  • Expense
  • Memo

Select STAR Account G/L by: 

1256

Indicates whether to locate this account in the core COA by account number, account description, or both. Options include:

  • Ledger account number
  • Ledger account description 
  • All

STAR CORE G/L Account Number

1288

Identifies the account number for the custom account as it exists in the core COA. When you select a value from this lookup, the panel displays related values for the following fields, if it finds this account number:

  • STAR CORE G/L Account Description
  • STAR CORE Sub Group
  • G/L Restrict Indicator
STAR CORE G/L Account Description1290

Describes the custom account as it exists in the core COA. When you select a value from this lookup, the panel displays related values for the following fields, if it finds this account description:

  • STAR CORE G/L Account Number
  • STAR CORE Sub Group
  • G/L Restrict Indicator
STAR CORE Sub Group1289Identifies the sub group for the custom account as it exists in the core COA. Options include: 
  • Asset 
  • Liability
  • Capital
  • Income 
  • Expense
  • Memo
G/L Restrict Indicator7109

Indicates whether Eagle clients can post manual entries to the account through the Create Ledger Entries option. Options include:

  • Yes. Allows the posting of manual entries to an account through the Create Ledger Entries option.
  • No. Does not allow the posting of manual entries to an account through the Create Ledger Entries option.

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