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As with all Accounting Systems, your Company will require a Chart of Accounts in order to process transactions. In ActionStep we refer to these as your Accounts List.
Go to to Accounting - > Accounts - > Accounts List.
You will then see the Accounts List as in the screenshot below.
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Creating and Maintaining your Accounts List
Step 1: Master Accounts
ActionStep will be pre-configured with a set of "Master Accounts". It is a good idea to think about what information you will require and adjust these prior to starting. It may be that you print out a list from your current accounting package (and clean it up as required), or speak to your External Accountants.
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In order for the processing of Double Entry Accounting behind the Scenesscenes, we also have a set of "System Accounts" - These must remain in place when editing the Accounts list, the system . The System Accounts are shown with an Asterix asterisk beside them. When Looking at your Accounts List these are indicated as System Accounts in the Restrictions.
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