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Charts of accounts

You can create two types of charts of accounts:
  • Non-Master:
     Stores account details from the system or source providing the data.
  • Master:
     Stores accounts used for creating consolidated balances.

Create a charts of account

To create a charts of accounts:
  1. Sign in to ONESOURCE Administration, then select
    Accounts
    .
  2. Select
    Add New Chart of Accounts
    .
  3. Enter a name for the chart of accounts. 
  4. Specify whether it's a master chart or a source chart.
  5. Define the account structure (for example, number of digits, or segmentation).
  6. Enter individual account numbers and descriptions, then save the chart of accounts.

This article applies to:

  • Product: ONESOURCE General Ledger Manager