Chart of Accounts Overview

GlobalWare provides a standard chart of accounts. The chart of accounts is a listing of all accounts used in the general ledger of your agency. By using the Chart of Accounts function, you can view, add, edit, and delete your chart of accounts.

To maintain the chart of accounts, on the GL submenu, click Chart of Accounts.

The Chart of Accounts screen appears.

Retrieving Accounts

Note: Only the branches to which the employee has access are available.

Use the search criteria fields at the top area of the Chart of Accounts screen to query for accounts. Here are some of the ways you can use search criteria to retrieve accounts:

After you specify search criteria, click SEARCH. GlobalWare displays accounts that match the criteria in the Search Results grid. Select the one you want to view, edit, or delete.

Cloning Charts

When you create a general ledger branch, GlobalWare prompts you to clone the chart of accounts. If you did not choose to clone it at that time, you can clone it by pressing Shift+F8 on the Chart of Accounts screen. For details, see Cloning Charts for a Branch.

Chart Categories

GlobalWare assumes the following chart ranges for the chart categories:

Chart Category Chart Range

Asset

1000 – 1999

Liability

2000 – 2999

Capital

3000 – 3999

Revenue

4000 – 4999

Expense

5000 – 6999

Sales

7000 – 9999