Wish you had more control over your Sage 100 ERP Chart of Accounts?
You do. As the person in charge of your company’s chart of accounts (COA’s), you can control new accounts and changes to existing accounts. Always make a backup before making changes.
- Restrict the Sage 100 ERP Chart of Account (COA): Account numbers can consist of the main number + segment(s). To restrict how new accounts come into existence, turn the option for “on the fly additions” off in your general ledger options. Now to create a new account, we would use the general ledger utility to “generate new accounts” based on valid main and valid segment combinations. Further, restrict who has access to account maintenance.
- Fix existing Sage 100 ERP accounts: two utilities are available to assist you in either renumbering accounts or merging accounts. Go to general ledger, utilities, and chose either Delete Accounts or Change Accounts.
- Correct account descriptions: Some businesses like proper case while others prefer all upper case descriptions. You can correct this in account maintenance. Also, you may wish to correct segment descriptions in your descriptions for uniformity.
- Restructuring your COA: you may find that you did not allow enough range of account numbers in any particular segment of your COA (for example, current assets). You can modify this in setup, account group maintenance to expand or contract an account group.
If you need assistance, contact us!