Set up a chart of accounts

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the Chart of accounts form to set up a chart of accounts. You can create main accounts for the chart of accounts.

  1. Click General ledger > Setup > Chart of accounts > Chart of accounts.

  2. Click New. In the Chart of accounts field, enter a name for the chart of accounts.

  3. Enter a description.

  4. You can enter a format mask for a main account to create a structure that is used when main accounts are created for the chart of accounts.

    You can enter characters that remain the same for each main account, such as letters or a hyphen. You also can enter number signs (#) and ampersands (&) as placeholders for letters and numbers that will change every time that a main account is created. Use a number sign (#) as a placeholder for a number and an ampersand (&) as a placeholder for a letter.

    Example

    To limit the main account to the letters CC, a hyphen, and three numbers, you enter CC-### as the format mask.

  5. On the Main accounts FastTab, click New to open the Main accounts - chart of accounts: %1 form. To create a main account from a template, click New from template, select a template, and then click Select. For information about how to create main accounts, see Create a main account. When you finish, close the form.

  6. The main account can be selected automatically, based on the first character that you enter for a main account. To set up automatic account selection, on the Main accounts FastTab, click Automatic account type selection. For more information, see Automatic account type selection (form).

See also

Chart of accounts (form)