Manage Accounts and Sub-Accounts
Finance
In Finance, setting up accounts and sub-accounts is optional but highly recommended when working in budgets, Accounts Receivable (AR) and Accounts Payable (AP). Accounts and sub-accounts can be used to filter and report on financial line items. Best practice is to set up accounts and sub-accounts before creating budgets or working in AR or AP.
After accounts and subaccounts have been created, you can set default expense and revenue accounts and subaccounts on a budget. You can also apply or edit the account or subaccount for individual line items when working in AR or AP.
To add, edit, and manage accounts and subaccounts, use Setup.
To apply accounts and subaccounts, use the budget to set defaults, and use AR and AP to apply accounts and subaccounts to individual line items.
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