How to Add or Create General Ledger Accounts in Sage 100

Setting up account numbers in General Ledger starts with defining the main account and, when needed, combining it with existing subaccounts to create a full account number. Follow the steps below to complete both processes.

Create a Main account in Main Account Maintenance

1. Open General Ledger > Setup > Main Account Maintenance.
2. Enter the main account number.
3. Enter a description and a short description.
   1. If Short Description is blank, the system uses Description instead.
4. The system sets the account group based on the main account. You can change it.
5. The system sets account type and cash flow type from the account group. You can change them.
6. The default status is Active.
7. Skip the start and end dates. These are used to control when postings can happen but you don’t’ need to fill them out.
8. Click Accept.
9. See the section below to create a full account number after defining main and sub accounts.

Create a Single Full Account Number

1. Open General Ledger > Main > Account Maintenance.
2. In the Account No. field, type the new FULL account number.
   1. A combination of existing main and subaccounts for the new account number.
   2. ** NEW ** displays near the top-right corner of the Account Maintenance window.
3. In Account Maintenance, on the Main tab, enter information in the appropriate fields.
4. Click Accept.

For  additional assistance in adding or creating general ledger accounts, please contact RKL eSolutions.

Want More Sage 100 Features & Functions?

Make sure to subscribe to our blog to stay up-to-date on the latest insights and trends. We're dedicated to providing valuable resources for businesses looking to optimize their financial management with Sage 100.

Check out these blogs to help get you started!

How to Reverse a Cash Receipt
Automate Your Accounts Receivable Workflow with Sage Connect
Leveraging Reports with Sage Business Intelligence
How to Improve Your Sales Order Entry Workflow