Create an Account Structure

  1. Select Structure Maintenance from the Chart of Accounts menu, and the Structure Maintenance window opens.

  2. Select Add from the pull-down gear menu beside the Structure pull-down menu, and the Add/Edit Structure window opens.

  3. Enter a short ID in the Structure Name field. Note: Once the structure is saved, you can't change this name. If you need to change it, you'll need to delete the structure and create another.

  4. Optional. Enter a Description. The description may be changed at any time.

  5. Click Save. The new structure is saved, and you're returned to the Structure Maintenance window. You're now ready to add elements to the structure.

Continue with Add Elements to a Structure

Return to Structure Maintenance Overview