Chart Templates

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The Account Template Maintenance screen enables  charts of accounts to be set up, which can then be made available to all entities across the enVisual  system.

 

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Each account has two key components which are Acc Code and Sub Acc Code. In the example above, all current bank accounts will have an Acc Code of 120, and a Sub Acc Code between 000 and 999.

 

In this particular example, Bank Accounts can then be further classified to reflect the details of the bank account itself, being 'external' to enVisual by Bank Account Maintenance  This screen also enables the creation of new account Templates.

 

The above shows the account selection available within the Company Template (std).  Any number or variation of accounts can be created and linked to any Template. These templates are accessible when using the Financial Entity Wizard.