Creating subaccounts automatically

Subaccounts can be created automatically when you create and save a job in the 3-5 Jobs (Accounts Receivable)window, when the job is specified for WIP posting. This will create the subaccounts with the same job number and name as the job.

To allow for the generation of subaccounts from 3-5 Jobs for any given general ledger account, you must specify for each general ledger account that you want to activate this feature.

To set up automatic subaccount generation:

1. Open 1-7 General Ledger Accounts.

2. Using the data control, select or specify the ledger account.

3. In the Subsidiary list, click 1-Subaccounts.

   Select Job# as Subaccount#.

4. Repeat steps 2–3 for all general ledger accounts that you want to activate this feature for.

5. Open 3-5 Jobs (Accounts Receivable).

6. Using the data control, select or create the job.

7. Complete any necessary data.

8. Select Post expenses to WIP asset account.

9. Click File > Save.

   A prompt appears listing all the general ledger accounts that you designated as controlling accounts. You have the option to create subaccounts automatically under each of the displayed accounts.

10. Select OK.