Add a Sub-Account Series

---

• Click Chart of Accounts on the top menu bar.

• Select Manage Accounts.

• Select the fund using the drop-down list (at the top).

• Right click on the line-item account then select Add Sub Account Series.

• Check the sub accounts to be added.

• Click Add Sub-Accounts.

• Click Click here to configure sub code descriptions.

• Select Add New to add a new sub account to the series.
  • Delete or Edit the existing sub codes by selecting one then choosing either delete or edit.

If you clicked Add New:

• Enter the sub account number in the Sub Account Code box.

• Add a description in the Sub Code Description box. The Sub code Description box will open when you click OK in the Sub Account Code dialog box.

• Click OK.