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Chart of accounts mask and segments examples
The Chart of Accounts mask is the key to defining all accounts for a client. The mask needs to be set up before you can add accounts or enter transactions.
Access account mask
- SelectSetupthenClients.
- Select theAccount masktab.
General rules
Before you can add accounts to a client's Chart of Accounts, you'll need to set up the mask by using the following rules:
- The account mask needs to be between 3 and 60 characters.
- The default mask for new clients isXXXXXXXXXX(10 Xs).
- Only the following characters may be used in the mask:Available charactersSymbolCharacterAAlpha characters only#Numeric characters onlyXAny character, separator, or space
- The account mask can have up to 20 segments and each segment can have an unlimited number of codes.
- All characters in a segment must be the same. (For example, AAA or ####.)
- For segments consisting of X or # characters, if you don't enter all of the characters in the segment, the application fills in the rest of that segment with zeroes.
- You'll need to enter all characters in the segment for those consisting of A characters.
- You can only use the predefined separators in the dropdown for the mask.
- An account number cannot end with a separator.
Example mask: ####-AA-XXX
Account (####), Location (AA), Department (XXX)
Characters entered in Chart of Accounts: #### AA XXX | Segment in use: Account *####) | Segment in use: Location (AA) | Segment in use: Department (XXX) | Account number displayed: ####-AA-XXX |
|---|---|---|---|---|
1000 MI 100 | 1000 | MI | 100 | 1000-100-1000 |
100 OH GEN | 100 | OH | GEN | 100-OH-GEN |
20<space><space>NY | 20 | NY | - | 20-NY |
2000 M BUS | 2000 | M (invalid) | BUS | Invalid. Data must be entered in all segments that include an "A" segment between two other segments. |
1000 10 100 | 1000 | 10 (invalid) | 100 | Invalid. Only alpha characters may be entered in segments consisting entirely of "A" characters. |
CASH CA 300 | CASH (invalid) | CA | 300 | Invalid. Only number characters may be entered in segments consisting entirely of "#" characters. |
Example mask: XXXX.#####.XXX.AAA
Fund (XXXX), Account (#####), Organization (XXX), Location (AAA)
Characters entered in Chart of Accounts: XXXX ##### XXX AAA | Segment in use: Fund (XXXX) | Segment in use: Account (#####) | Segment in use: Organization (XXX) | Segment in use: Location (AAA) | Account number displayed: XXXX.#####.XXX.AAA |
|---|---|---|---|---|---|
1000 00100 CHM FUR | 1000 | 100 | CHM | FUR | 1000.00100.CHM.FUR |
2000 00200 PHY WHI | 2000 | 200 | PHY | WHI | 2000.00200.PHY.WHI |
3000 00300 ACC KEL | 3000 | 300 | - | KEL | 3000.00300.000.KEL |
3500 00350 | 3500 | 350 | - | - | 3500.00350 |
4000 A3000 PHS DOW | 4000 | A3000 | PHS | DOW | Invalid. Only number characters may be entered in segments consisting entirely of "#" characters. |
5000 00400 EDU BL2 | 5000 | 400 | EDU | BL2 (invalid) | Invalid. Only alpha characters may be entered in segments consisting entirely of "A" characters. |
This article applies to:
- Product: Accounting CS
- Subject: Chart of Accounts
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Set up the chart of accounts mask
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