Chart of accounts

The chart of accounts lists all the dimension combinations considered valid for use in your district.

When entering dimensions on any transaction, an icon will appear to the right, indicating whether the dimensions match one of your district’s accounts.

Icon	Meaning
	Valid set of dimensions in the chart of accounts.
	The entered set of dimensions has not been saved in your chart of accounts. Depending on your district's settings, you may or may not be able to save the transaction.
	Error in dimensions. You will not be able to save the transaction. Hover over the tooltip (question mark) for information about exactly which dimensions are invalid.

Configure accounts

The chart of accounts is managed at Financials Main > Setup > Chart of Accounts. All existing accounts are visible on this page. Click a header to change the sort order, or click the filter icon to alter which accounts are displayed.

To create a new valid account, click Create at the bottom of the page.

If an account is no longer being used, you can Delete it. Any transactions that used those account codes will be unaffected, but future transactions with that account will display the yellow warning icon.