Attaching reporting chart of accounts to a company

This page allows you to attach a reporting chart of accounts to a company. The system attaches the chart of accounts and all the account codes defined under it to the company. The system retains the original chart of accounts ID. If the selected reporting chart of accounts has been mapped to an operative chart of accounts, it must be ensured that the operative chart of accounts must also be attached to the selected company.

Select the “Attach Reporting Chart of Accounts” link at the bottom of the “Create Reporting Chart of Accounts” page.

The “Attach Reporting Chart of Accounts” page appears.

The system displays the following:

Chart of Accounts ID	The code identifying the reporting chart of accounts.
Description	The textual description of the chart of accounts ID.
	Zoom facility available
Status	The status of the chart of accounts.

The system displays the following in the “Chart of Accounts Information” multiline:

Note: All the companies that have been defined in the installation will be available for either attaching or copying the chart of accounts to the “Main” finance book of the selected company.

Company Name	The name of the company.
Parent	The name of the parent company.
Main Finance Book ID	The code identifying the “Main” finance book.

Check the box in the “Select” column of the multiline to mark the company to which you want to attach the selected reporting chart of accounts.

Note: If the reporting chart of accounts has already been mapped to an operative chart of accounts, the attached account must also be attached to the selected company.

Click the “Attach” pushbutton to attach the selected reporting chart of accounts ID to the selected company.

The system attaches the selected chart of accounts and the selected account codes to the company.

To proceed, carry out the following

Select the "Attach Notes" link at the bottom of the page to record your observations.