How to Generate Accounts in Sage 300 CRE General Ledger (GL)

How to Generate Accounts in Sage 300 CRE General Ledger (GL)

Creating Accounts in the General Ledger

Instructions:
  1. Navigate to the General Ledger and initiate the "Chart of Accounts" creation process using the existing base accounts and their prefixes.
  2. Go to Setup and choose Generate Accounts.
  3. Identify and select the base accounts you want in your chart of accounts.
  4. For a specific range of base accounts, press Start Range. Alternatively, click on Include All to encompass all available base accounts.
  5. Confirm your selections by clicking OK.
  6. Now, pick the prefix(es) that will be paired with each of the base accounts you selected earlier.
  7. Press Start Range for a specific range of prefixes. If you wish to generate accounts with all the prefixes, choose Include All.
  8. Confirm by clicking OK.
  9. To begin account creation, click Start.
Important Points:
  1. Utilize this method whenever introducing a new prefix.
  2. If utilizing divisions or sections, establish them prior to executing the Generate Accounts function.
  3. This procedure applies even for prefixes or companies previously established.
  4. The base account type and balance sheet level associated with the prefix can influence account generation outcomes. For more insights, refer to: Why Aren't All Expected Accounts Being Produced in General Ledger Using "Generate Accounts"?
Further Reading:

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