Account 1st Digits
Data Source: PFWTAB
To open the Account 1st Digits screen, click the G/L Account tab on the General Ledger list of the Configuration Quick Links screen and select Account 1st Digits from the drop down list.
The Account 1st Digits screen allows you to setup the first digit for accounts used within General Ledger Chart of Accounts. The first digit on an account is used to indicate the type of account, valid first digits are: 1, 2, 3, 4, 5, 6, 7, 8, 9.
VitalEdge suggests the following first digit values:
| First Digits | |
|---|---|
| Digit | Description |
| 1 | Assets |
| 2 | Liabilities and Equity |
| 3 | Sales |
| 4 | Cost of Sales |
| 5 | Expenses |
| 6 | Miscellaneous Income |
| 7 | Miscellaneous Expenses |
| 8 | Adjustments |
| 9 | Other |
The following sorting options appear on the Account 1st Digits screen:
| Sort by | |
|---|---|
| Field | Description |
| 1st Digit | Sort the search results by 1st digit. |
| Description | Sort the search results by 1st digit description. |
The following search fields appear on the Account 1st Digits screen:
| Field | Description |
|---|---|
| Select 1st Digit | Search for an account 1st digit by entering a 1st digit. |
| Select Description | Search for an account 1st digit by entering a 1st digit description. |
| Include Inactive | If selected, includes inactive 1st digits in the search results. |
The following fields appear on the Account 1st Digits screen:
| Field | Description |
|---|---|
| 1st Digit |
The first digit value used to represent the type of account. Up to nine single digit numbers can be defined. |
| Description |
A description that will appear on the total line on preliminary and final month end G/L reports, after all accounts using the associated 1st digit are printed. |
Click on a 1st Digit to edit an existing 1st digit.
Click on the Need to create a new account first digit? Click here to add link to add an account 1st digit to the system to be used within the general ledger chart of accounts.
Note: If all digits (0 - 9) are configured in the system the Need to create a new account first digit? Click here to add link will not appear.
The following button allows you to complete your work on the Account 1st Digits screen:
| Button | Function |
|---|---|
| Close | Closes the Account 1st Digits screen and returns to the Configuration Quick Links screen. |