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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 - Add Object Code
  4. Create Projects (if applicable)
  5. Create Accounts


See also

Chart of Accounts - Best Practices - Connect 2019

Account

Account Import Template- Version 11.3

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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