How to add an account in Profit & Loss

1. From the Profit & Loss page, go to Tools. 
2. Click Account Templates & Categories

Image description: Tools menu in Profit & Loss

3. Download a template.
4. Select the template where you want to add the new account(s).
5. Click on the down arrow to download the current template data to an Excel file.
6. Add accounts to the template.
7. Open the Excel file.
8. Go to the first empty line.
9. Select columns A, B and E from the drop down list.
10. Fill in the correct information in Columns C & D.
11. Save the document.

Note: It is very important that you do not copy/paste but use the dropdown option where applicable. Type in the new code manually. Do not override existing codes unless you are 100% sure that you want to make the change.

12. Upload the template.
13. Click on the Up arrow to upload the template where the new accounts have been added.
          • A list of all new accounts to be added will be shown.

14. If the list is correct, click Save/Upload.
15. Add account to P&L.

Note: This account needs to be added to the correct profit center in order to be able to map it. 

16. Go to Tools.
17. Select Account.
18. Select the correct profit center as the source.
19. Select the category All.
20. Select Choose All
21. Type in the newly added account and press Enter.
22. Select the account from the list.
23. Click OK.

The account is now ready to map.