Update Account Numbers to your Chart of Accounts (if required)
Step 1: View your Chart of Accounts
From the Settings Menu, select Chart of Accounts.
If it is not visible in the menu, select "General Settings" and then "Chart of Accounts"
Step 2: Update your Chart of Accounts to reflect the changes required.
- Click on the Account Name to view the Account Details:
Step 3: Review and Assign Account Numbers
- Enter account numbers based on your preferred account numbering range
Tip: If you report into the Service-Leadership Benchmark, use your input numbering to group revenue into the required input areas of the SLI.
- Enter the Numbering for each of the accounts, keeping the number ranges consistent.
- Press Save when you are finished.