Axxess Palliative Care now provides a Chart of Accounts section in Company Setup that enables users to assign account numbers to general ledger accounts based on their organization’s accounting system. Account numbers assigned to each general ledger account will flow to the General Ledger Report.

This feature enables users to organize financial data and create financial statements, including income statements and balance sheets.

Chart of Accounts Mapping

To assign account numbers to general ledger accounts, navigate to Company Setup under the Admin tab. On the Financial & Billing tab, navigate to the Chart of Accounts section and click View Chart of Accounts.

Admin tab ➜ Company Setup ➜ Financial & Billing tab ➜ Chart of Accounts section ➜ View Chart of Accounts

When the View Chart of Accounts button is selected, a new window will open and display the following details for each account:

Users can select Branch or Account at the top of the screen to group the accounts by branch or account name.

To update the account number and/or effective date for an account, click Update under Actions next to the appropriate account.

Bulk Update

Select Bulk Update at the top of the screen to update the account numbers and/or effective dates for multiple accounts.

If accounts are grouped by branch, select Apply to All Branches on each row to apply the corresponding account number to all branches.

If accounts are grouped by account name, select Apply to All Branches next to the first account to apply the account number to all subsequent branches.

Once all appropriate updates have been made, click Save Bulk Update. The counter will show the number of rows being updated.

Actions

When Update is selected in the Actions column, the account number and effective date fields can be edited.

When View History is selected, a table will open to display all changes made to the account, sorted by most recent to oldest updates.

Account numbers added in the Chart of Accounts section in Company Setup will appear in the Account column of the General Ledger Report.

Updated on 1/12/2023