If you have access to the General Ledger in Back-office, you will be able to add a new general ledger account. 




STEPS:


1. In Advantage Back-office, click the left sidebar menu.

2. Click on the Accountant menu.

3. Open the General Ledger module.

4. Click on the insert button in the navigation bar (this will clear all the fields on the current screen):

NOTE: Please remember to click the insert button otherwise you will override a current General Ledger account which might already have transactions- therefore causing confusion.

5. Complete the following fields: Account Name and Category.


NOTE: The category is very important as it determines whether your General Ledger Account will be a balance sheet or income statement item and also whether it will be classified under income or expenses and assets or liabilities. Please check with you accountant/auditor prior to creating the account so that you select the correct category.


6. Press the "Tab" button on your keyboard.

7. Click on the save button in the navigation bar: