How to Add A New Account

To An Existing Financial Statement

Overview	When a new account is added to your General Ledger chart of accounts, it needs to be added to the financial statement in which you wish its balance to appear.
	An account can appear in a statement in two ways: as part of a range of account numbers or as a separate line item. If the account you have added is already included in a range of account numbers whose total prints on a statement, you do not need to make any changes to that statement. If the new account is not included within a range on a statement, you will need to maintain the statement in which this account should appear.
Procedure	After adding the account in ‘File Maintenance’- ‘Chart of Accounts’, go to ‘Statements’ - ‘File Maintenance’ - ‘Row’. Enter the row code of the statement you wish to change.
	Press <F2> while in the header screen and you will be presented with the detail screen listing the first sequence number on the statement. You will then be in "UPDATE" mode.
	If you know the sequence numbers of the lines preceding and following where you wish this account to appear, use the "INSERT" mode <F5>. You will see a sequence number appear. In the “Row Type” field, enter "a" for account. This number is the last sequence number currently used in the statement plus 100. (This is because the system assumes that you want to add to the end of the statement and it increments by 100.) Press the <Shift>-<TAB> to move the cursor to this field and change it to a number halfway between the sequence numbers preceding and following where you want it to appear. Press <F2> and continue entering the information as usual.
	If you do not know the sequence numbers of the lines before and after where you want this account to appear, press the <F8> key to put you in Update Mode, so that the sequence number is blank.
	Use the "SEARCH" <Ctrl-L> function and the descriptions of each line will list in the look up box. Page down until you find the line which immediately precedes where you want the account to be added. Press <Enter> to select this line and then note the sequence number.
	Switch to "INSERT" mode <F5>. You will see a sequence number appear. In the "Row Type" field, enter "A" for account. This number is the last sequence number currently used in the statement plus 100. (This is because the system assumes that you want to add to the end of the statement and it increments by 100.) Press the <Shift>-<TAB> to move the cursor to this field and change it to a number halfway between the sequence numbers where you want it to appear. Press <F2> and continue entering the information as usual.
	Continue with all accounts added and all statements that need to be changed.
Summary	Whenever an account is added to the chart of accounts, it needs to be reflected in the financial statements. This can be within an existing range, or as a new line added to the statement.
	It is recommended that you keep a printed hard copy of your 'Financial Statement Rows'. ('General Ledger'- 'Statements'- 'File Maintenance'- 'File Lists'- 'Rows'). This provides you with sequence numbers and makes it easier to identify where additions and changes are to be made. After making any changes, print out the latest version and keep it on file.