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FAQ: I’m trying to add a new number to the Chart of Accounts and the system won’t let me save it. How can I save the new account number?

If trying to add a new account number in the Chart of Accounts and the system is not letting you save, look in the References List at the bottom of the Chart of Accounts screen for an error icon in the Reference Number field.  An error icon in the Reference Number field indicates that the particular piece of the account number has not been defined in the Reference Files.  The piece (number) must first be defined in the Reference Files in order to add the account number to the Chart of Accounts.  To define the reference piece (number), complete the following:

  • In the Reference Number field of the reference piece that is not found (shows the error icon), click the down-arrow button and select Add New to add the new reference piece number (or else press the Ctrl+F keys and click the New Record button).
  • The appropriate reference file will open.
  • Enter the number for the new reference piece in the _____ Number field.  (Note:  The name of the selected file (i.e. object) will appear in place of the underscore.)
  • Enter the description for the new reference piece in the _____ Description field.  The description can be up to 100 characters long.
  • Click the Save button.
  • If needed, repeat these steps until all the reference pieces have been defined.
  • After all the reference pieces have been defined, the new account number can be saved (added) in the Chart of Accounts.