Expense Account: Create

To create a new account, go to the Financial > Setup > Budget Accounts > List screen. Then click the  button:

Clicking  brings up the "Add Account" dialog.  The actual fields displayed are dependent on the "Type of Account" you are creating - Balance, Expense or Revenue.  Below you will find instructions for adding each type of account.

Adding Expense Accounts

Be sure the Expense option is selected as the "Type of Account"

All fields must be filled in:

• Account Number - this field is mandatory but will actually be generated as each piece of the account number is built below.
• Description - Description of the account.  This field is mandatory.
• Type of Account - Expense - This is the creation dialog for Expense accounts.
• Fund - use the drop-down to select the Fund. This is the "1st dimension" of each Account number.
• Program - use the drop-down to select the Program. This is the "2nd dimension" of each Account number.
• Function - use the drop-down to select the Function - This is the "3rd dimension"  of each Account number.
• Object - use the drop-down to select the Object - This is the "4th dimension" of each Account number.
• Location - use the drop-down to select the Location - This is the "5th dimension" of each Account number.
• Extra Dimensions:  Any dimension below "Location" is specified by the district via the "Custom Dimensions" feature.  For example, as shown here, "Department" and "Other".

When these have been selected, click Add to create the account.