Add a GL Account Subtype

Use the GL Account Subtypes Maintenance (TGLS) program to maintain account subtypes. Subtypes can be used to stratify or group accounts in financial reports. PowerShift includes the following standard account subtypes; you can create additional subtypes if required.

  • C - Cash

  • E - Equity

  • F - Fixed asset

  • G - COGS

  • I - Inventory

  • P - Accounts payable

  • R - Accounts receivable

  • S - Sales

The program lists existing subtypes and descriptions.

  1. Click Add to create a new account subtype. The program prompts Subtype.

  2. Enter a unique alphanumeric identifier (1 character) for the account subtype you want to add. he program prompts Description.

  3. Enter a text description for the account subtype (up to 20 alphanumeric characters).

  1. Choose the appropriate options:

To

Do This

Accept the data

Click OK. The program prompts Subtype. Enter another code or leave blank to return to the previous screen.

Return to the previous screen without creating this subtype

Click Cancel.

Exit the program

Click Exit.

Note
You cannot delete a record until it has been saved; use Cancel.

  1. Choose the appropriate options when you click OK or Cancel:

To

Do This

Add another product subclass code

Click Add.

Delete the selected product subclass code

Click Delete. See Delete.

Copy the selected product subclass code

Click Copy. See Copy.

Display the selected product subclass code

Click Select.

Print the product subclass code listing

Click Print. See Print.

Exit the program

Click Exit.