Set-up and creating data files > Chart of accounts (14 entries)
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Setting up and maintaining a Chart of Accounts The Chart of Accounts lists your business’s account names and numbers. Each account category features options specific to ...
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Video: Customize Chart of Accounts Keywords: AgExpert Analyst, Custom, Chart of Accounts, Setup, Customize The account setup window ...
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Adding a subaccount to the chart of accounts You need to create a primary account before you can add a subaccount. To add a primary ...
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Marking items as inactive To protect data integrity, items such as enterprises or account numbers can't be deleted from the system after they’ve been used. Instead, ...
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Reclassifying accounts We’ve added a feature to the Chart of Accounts to allow you to reclassify an account that was set up incorrectly. Each account category ...
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Renumbering the Chart of Accounts We’ve made a significant improvement to allow you to easily renumber your Chart of Accounts. In prior versions of AgExpert Analyst, ...
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Creating a Chart of Accounts for sole proprietors and partnerships Use your Balance Sheet and Trial Balance (if available) from the last date of the past fiscal year ...
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Creating a Chart of Accounts for a corporation Use your Balance Sheet and Trial Balance from the last date of the past fiscal year when creating a Chart ...
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Invalid Header or Total Accounts Whenever I click record in or close out of the Transaction screen a message pops up saying that one of my header or ...
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Setting up income and expense accounts for enterprise splits To obtain accurate enterprise income and expense information in AgExpert Analyst, you need to update the enterprise split percentages ...
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Setting up AgriInvest (Bank method) 1. Ensure the following accounts are set up in AgExpert Analyst in your Chart of Accounts: AgriInvest Account ...
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Setting up AgriInvest (Asset method) 1. Ensure the following accounts are set up in AgExpert Analyst in your Chart of Accounts: AgriInvest Account ...
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Using the search filter in the Chart of Accounts dialogue box We’ve added a search filter to the Chart of Accounts dialogue box and updated it to a ...
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Fixing a Code 4 Error A code 4 error indicates that your chart of accounts isn’t in logical order. This update provides a way for you to ...