Page 13 - Participant Guide ebook - Unanet GovCon Using General Ledger

Activity 1.2 Add a New Account
Login as Gloria Gladmin (GL Administrator) – ggladmin/welcome

Activity Steps:

The controller has asked you to set up a new account to track G&A Travel expenses for
Taxis & Uber expenses. Set up the new account and answer the questions below.

1. Navigate: Reports > Reference > Financials > Account Tree Views

2. Run the Financial Hierarchy Reference Report
3. Select EXPAND G&A Travel to view MyCo’s Chart of Accounts structure and
confirm where the new account should be added

4. On a separate tab, Navigate: Admin > Setup > Accounts then + Account to add
an account

• Account Code 80.02.06
• Description G&A Travel – Taxis & Uber
• Account Type Expense
• Select Transactions Allowed BOT - EOT
• Account Hierarchies:
• Financial Parent 80.02 G&A Travel
• Cost Pool Parent 80.02 G&A Travel
5. SAVE and Return to Reports tab to Refresh the Account Tree View and confirm
the hierarchical placement of the new account

LESSON 1: GENERAL LEDGER (GL)
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