Indent and validate chart of accounts

You can indent and validate the chart of accounts on the G/L Account Card page. You can enter a maximum of 20 numbers. Accounts are sorted in string order, as shown in the following example.

1
10
101
2
20
2100001
3
31

Steps to indent and validate the chart of accounts

  1. Choose the Tell Me feature icon, enter Chart of Accounts, and then choose the related link.
  2. Choose the New action.
  3. On the General FastTab, in the No. field, enter the number of the general ledger account that you're setting up.

  4. In the Account type field, select Posting or Heading. Posting implies that entries can be posted to the account. Heading implies that entries can't be posted to the account.

    Hinweis

    For Portugal, select Posting or Total in the Account type field.

  5. In the Income Stmt. Bal. Acc. field, select the account to which the changes will be sent after correction.

  6. Enter information into the other relevant fields.
  7. Choose the OK button to close the G/L Account Card page.
  8. On the Chart of Accounts page, select an account, and then choose Indent Chart of Accounts.
  9. To validate the chart of accounts, choose the Yes button in the dialog. After validation, you're notified whether the chart of accounts is correct.
  10. Choose the OK button.

Steps to validate the chart of accounts in Portugal

  1. On the Chart of Accounts page, choose the Check Chart of Accounts action.
  2. Choose the Yes button.

Spain Local Functionality

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