Page History

Here are the steps on how to add imported primary account codes to Segment Account screen:

1. From General Ledger MaintenanceLedger search, click click Segment Accounts. 
2. Select Primary Accounts from the Segment Name panel and click Import Primary toolbar button to open Import Primary Accounts screen.Image Removed
3. Select a template from the Select a Company Type panel. Corresponding primary account codes imported for the selected template will be displayed in the grid on the opposite side of the panel.
   Image Removed
4. Click Select All button or check individual checkboxes of codes.
   Image RemovedImage Added
   
   
5. After codes were selected, click Add Selected button.
   Image Removed
6. A message informing user that primary codes were successfully added will prompt.Image Removed
7. Click OK to close message and then close Import Primary Accounts Accounts screen.
8. All selected primary account codes is now added in Segment Accounts screen.
   Image Removed