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Setup: Account Codes

Account Codes

Select Setup | Accounting | Account Codes from the Main Menu.  In the grid, you set up the accounts you want to maintain in order to classify your expenses.  You can use either numerical codes or short acronyms for your account codes.  The "Parts" can be used to classify accounts by account type (e.g., income, expense, etc.) and can be used to aggregate expenses into higher level categories for reports.  If you utilize a general ledger system, it is recommended that you make your account numbering system symmetric so that you have the ability to match accounts across systems.

If you do not use numeric account codes, you can simply type in a dash (-) for Part 1 and Part 2.

The A/C Code column auto-fills based on the values you type into Part1 and Part2.  For this reason, you should skip the A/C Code cell when making a new entry.  If you don't want to use the auto-naming convention assigned by the system, you can always edit the A/C Code column as the last step before saving your row to make use of your own naming convention.  Some users prefer to use a descriptive name (such as LUNCH) for the A/C Code field, rather than using a numeric value as shown in the example below.