Adding an GL Account Range

Description 

General ledger account ranges categorize your accounts into categories. For example: Assets, Liability, Equity, Income, Expense, etc. The following steps guide you through adding a range of accounts to a community's chart of accounts.

 

 

Step-by-Step

1. Click on GL General Ledger and select GL Accounts

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2. Click Actions, then select Account Ranges

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3. Clicking the  next to an account range, will add a new, blank account range below the account. 

Example:

Clicking the button next to the Reserve Account will create a new account below it. 

4. Fill in the appropriate information 

  • Range Name – Fill in the Name of the new Account Range
  • Account Type – Select the appropriate account type.
  • Starting Account Number – With the exception of the first account range, this field will auto-populate with next sequential number based on the previous range’s ending account number.
  • Ending Account Number – Fill in the ending account number. The ending account number will automatically change the next range’s starting account number respectively.

5. Finally, click Save to save your changes.save.png 

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