Child pages
  • Account Creation and Modification
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Cash Account  

  • Go to Core/ Accounts
  • Click on Cash tab
  • Click on +CREATE
  • ENTER
    • Fund and SCC for the new account 
    • Description (if you leave blank system will auto assign AOS description)
    • Fund Type (If you leave blank the system will auto populate)
    • Note: unused custom fields can be removed
    • Click on SAVE

Expenditure Accoun

  • Go to Core/ Accounts
  • Click on Expenditure tab
  • Click on +CREATE
  • ENTER
    • FUND, FUNC, OBJ, SCC, SUBJECT, OPU, IL and JOB for the new account
    • Description (if you leave blank system will auto assign AOS description)
    • Start date for new expenditure account
    • Click on SAVE.  Click on X to close work screen
    • NOTE: If the Cash or Appropriation account does not exist, they will be automatically created

Revenue Account  

  • Go to Core/ Accounts
  • Click on Revenue tab
  • Click on +CREATE
  • ENTER
    • FUND, RECEIPT, SCC, SUBJECT and OPU for the new account
    • Description (if you leave blank system will auto assign AOS description)
    • Start date for new revenue account
    • Click on SAVE.  Click on X to close the work screen

Edit Accounts

  • Go to Core/Account
  • Click on the appropriate tab (Cash, Appropriation, Expense, or Revenue)
  • Filter to find the account you want to edit by using the filter boxes on the grid


  • Click the   on the grid to the left of the Account you want to edit
  • Enter/modify any details as desired
    • Description
    • Active if checked
    • Include in General if checked
    • Requires budgeting if checked
    • X Ref code (if applicable)
    • Start or stop dates
    • Include Certificate if account is to be included in certificate reporting
    • Click on SAVE.  Click on the X to close the work screen




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