Maintain Chart of Accounts Edit Code Form

Access the Maintain Chart of Accounts Edit Code by clicking the Code link in the Code Column on the Maintain Chart of Accounts Form.

Form Fields

These are the form fields in the Maintain Chart of Accounts Edit Code form.

Note: Refer to the field text to the right of the form for additional form information.

Not all form fields are available for all Segment types.

Account Segment

Segment: Lists the account segment.

Code: Lists the account code.

Account Information

Account Type: Lists the account type.

Status: Select the account code status from the drop-down list: A - Active, I - Inactive, D - Discontinued.

Currency: Lists the currency type.

Title: Enter the account code title.

Short Title: Enter an account code short title.

Account Details

Designation Code: Lists the account code designation, for example: N/A - Not Assigned or CCE - Cash and Equivalents.

Form 990 Line Number: Lists the account code Form 990 Line Number, for example: N/A - Not Assigned or 1 Pt l - Contributions, gifts, grants, and similar amounts received.

Last Check Number: Lists the last check number before the reorder point.

Check Reorder Point: Lists the check reorder point.

Required Account Assignments: Lists the required account assignments.

User Defined Fields

Created by an administrator, user defined fields (UDF) have specific characteristics such as field type, character length, and default values specific to the field. All fields that display in this section are specific to your organization.

Model Account

Select the model account you would like to use: Select the model account from the drop-down list.

Assign Account To: Select the assign to account from the list of account types.

Buttons

Cancel: Click to cancel your Chart of Account record changes and return to the Maintain Chart of Accounts form.

Save: Click save when you are finished making your changes.