Use Add ledger account to create an account in the selected company's Institution chart when your access allows it. Confirm that the account is needed and choose its type, subtype and normal balance based on the company's accounting treatment.
Enter a Ledger code and Ledger account name, then add a Description explaining what belongs there. Institution accounts require a code. The form checks for duplicate codes and names before saving, so search the existing chart first to avoid creating another account for the same purpose.
The account's normal balance can be selected where native book authority permits it. Contra accounts may use the opposite side, but this should reflect the intended accounting treatment. Parent choices are limited to compatible accounts rather than any arbitrary chart row.
Saving the account creates the chart record; it does not establish an opening balance. Use a balanced journal supported by opening evidence when a balance needs to be recorded. Return to the journal or document form and refresh its account list before using the newly saved account.
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