Add Rows to the Accounts Sheet

You can add account codes to the accounts sheet manually or by importing.

To add a row to the accounts sheet manually

  1. Open the Accounts Sheet.
  2. Click the Add Row button.
  3. Complete the Account Code Details form. This is the attribute form and will vary based on your company's design. Account codes are built like CBS codes, from segments that can be text fields or pulldown menus.
  4. Click OK.

Last Published Monday, August 28, 2023