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Order of Chart of Account Creation

  1. Create Segments - Create a new general ledger segment
  2. Create Organization - Create a new organization code
  3. Create Object
  4. Create Projects (if applicable)
  5. Create Accounts


See also

Chart of Accounts - Best Practices - Connect 2019

How to copy an existing fund to create a new fund

Add Object Code

Copy all Existing Accounts from one Org Code to another Org Code

Copy Balance Sheet Accounts from one Fund to another Fund

Without Manually Entering, Create Accounts using a new Object Code - Account Mass Creation

Without Manually Entering, Mass Creating Object Codes for all funds 

Account Master - Add new GL Account

Account Import Template- Version 11.3

Account Import template - Version 2019.1 and higher


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  • Chart of accounts definition - the chart of accounts is the sites entire account structure which includes every fund, every organization, object, project, segment, account, etc. 
  • The Chart of accounts is set up during Go Live with Implementation assistance so needing to restructure the entire Chart of accounts typically should not be needed. 
  • Typically just new Funds, Organization codes or accounts needs to be created however if it is verified that a client truly needs an entire chart of account restructuring please speak with a GL Analyst regarding next steps.

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