Revenue Account: Create

o 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 Revenue Accounts

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 for the account.  This field is mandatory.
• Type of Account - Revenue - This is the creation dialog for Revenue accounts.
• Fund - use the drop-down to select the Fund. This is the "1st dimension" of each Account number.
• Source - use the drop-down to select the Source code.  This is the "2nd dimension" of each Account number.
• Program - use the drop-down to select the Program. This is the "3rd dimension" of each Account number.
• Location - use the drop-down to select the Location - This is the "4th dimension" of each Account number.  This piece is optional.

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

Flag to use in Refunds & Receivables

After the account has been added, you can Edit the account to flag whether it can be used in Refunds or Receivables by using the Type drop-down.