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This article applies to:

  • Product: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration

Add a source chart or summary chart

Add a chart for the general ledger or for different systems.
  1. Go to
    ONESOURCE
    Administration
    Company Info
    Accounts
    .
  2. Select the
    Source chart of accounts
     tab or the
    Summary chart of accounts
     tab.
  3. Select
    Add chart
    .
  4. Enter a
    Chart name
     and the
    Effective start date
    .
  5. Select
    Add
    .
  6. Add
     or
    Import
     accounts on the
    Chart of accounts
     screen.
  7. Select
    Add
     when you're done.