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Chart of accounts

Set up the chart of accounts mask

Before you can add accounts to the chart of accounts, you'll need to set up the mask to define the account format. You can color code the mask to help identify each segment.
Do the following steps to set up the account mask:
  1. Select
    Setup
     then
    Clients
    .
  2. Select the client and then
    Edit
    .
  3. On the Account Mask tab, change the Mask for the Account segment using one of the following symbols. By default, the mask is XXXXXXXXXX.
    Symbol
    Character
    A
    Alpha characters only
    #
    Numeric characters only
    X
    Any character or separator
  4. If you've set up segments for the client on the Account Segments screen, you can add a row for each segment.
    • If you add a unique account segment here, the application adds that segment to the Account Segments screen when you save the client record.
  5. Mark the
    Core
     checkbox for the segment you want to make the core account.
    • The application uses the core account to accumulate and report on consolidated totals.
    • You can position the core account anywhere in the mask.
    • You can flag only 1 row as the core account. If only 1 account exists, it's the core by default.
    • You can include a single decimal separator in the core.
  6. Select
    Enter
     to save your changes.

This article applies to:

  • Product: Workpapers CS
  • Subject: Chart of Accounts

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