Set up Account Headings
Headings make up the outline of the chart of accounts and define the accounts that are placed under them.
ACS provides nine major Headings (Assets, Liabilities, Fund Principal, Revenues, Expenses, Other Revenues, Other Expenses, Temporary Restricted, and Permanent Restricted). These headings are also referred to as Level 1 Headings or Account Types.
You cannot delete Major Headings even if they are not used.
- Under Manage Records, click the Chart of Accounts tab.
- In
the drop-down list, select Add/Edit
Chart of Accounts and click Go
.
- To select a different chart of accounts view, click Change View.
- Select the account heading view that you want to display, and click OK.
- In the chart of accounts, select the account heading under which you want to add a heading, and click Add Heading.
- Enter the Heading Name.
- If applicable, select Subtotal Heading, Omit from Sources and Uses Reports, or Page Break on Heading.
- Click OK.