Working with Accounts

You can view the financial accounts for an organization in the One Network system.

Complete the following steps to view the accounts:

1. L og in to the ONE system.

2. Click Menu/Favs>Financials>Accounts.
   In the NEO UI, users can click on the Menu/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
   The Accounts screen appears.

3. Click the Export to CSV button to export the report to a CSV file.

4. Click the Download button to download a file to your computer.

5. Click the Upload button to upload a file to the ONE system for batch uploads. Please see the "Uploading Files" section in the Online Help for more information.

6. Select the checkbox of a accounts row and click the Actions button to perform the required action.

Add a New Account:

1. On the Accounts screen, click the New Account button.
   The New Account screen appears.
   

   

   
   
   

2. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

   Field	Description
   * Financial Entity	Use the picker tool to select a financial entity or enter a known financial entity
   * Account Type	Select a account type from the drop down list or enter a known account type
   * Account Key	Click the pencil icon to select a account key or enter a known account key
   Description	Enter a description for the account
   Parent Account	Use the picker tool to select a parent account or enter a known parent account
   Encumbered	Select the checkbox to make the account encumbered
   Active	Select the checkbox to make the account active. By default it is enabled
   Details pane:
   Allowance	Enter the allowance details in the first box and the unit of measurement in the second box

3. Click Create. A success message appears and a new account is created.

4. Click Update to update the created account.