How To Create New Chart of Accounts

There are two ways on how to open the New Account Wizard screen:

1. 1. By opening Chart of Accounts from General Ledger Maintenance > Chart of Accounts and then click the New button.
      
   2. By clicking the New Account Wizard from General Ledger Maintenance menu.
      

Here are the steps on how to create/add new Chart of Accounts.

1. The first window of the wizard is the Create Segment Accounts. To add new primary and segment codes, select a segment name and click New button.
   
2. Click Next to move to Build Chart of Accounts window. Select the primary account and segment codes to be built by checking the check box for each code.
   
3. Click Next to preview the accounts to be built. In case that a selected combination of primary account and segment already exists, it will no longer be shown on the preview and will not be built.
   
4. Click Commit button to start building the accounts. This will also start the synchronization process of i21 and Legacy.
   
5. Click Ok on the message to complete the wizard. All created i21 accounts will be added in the Legacy COA.