How To Build Accounts

Here are the steps on how to build accounts using the Build Accounts screen:

1. Go to General Ledger Menu, under Setup Section, click Build Accounts.
   

2. You may click Select All button or choose a specific Primary Account(s), LOB, and Location segment(s).
   
   

   In selecting primary and non primary segment. Always refer to the account structure required.
   How To Open Account Structure

3. Click on the Build button. Commit Chart of Accounts Screen will open where accounts to be built will display.
   NOTE: In case the combination you have selected already exists, they will not display on this screen and will no longer be built.
   
4. Click Commit button to start creating the accounts. Once finished, a message will prompt that accounts are successfully created. 
   
   
5. Click OK to close the message.