General Ledger chart of accounts creation

How to create a chart of accounts

• Chart of account segments
• Set up chart of accounts
• Fund
• Segments 
• Organization
• Object
• Project
• Accounts

• Site needs to create the chart of account
• Create a new chart of accounts
• Create a new fund
• Create a new Organization code

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

How to copy an existing fund to create a new fund

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

• 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.