JCPS Computerized Personal Accountant Training Manual and ...

Computerized Personal Accountant
Assigning Account Names and Numbers
Before you enter your activity accounts, you must establish an ordering and
numbering scheme. It is important to give this step some thought so that
your accounts will be organized in a logical manner. If you imported your
accounts from the CPA DOS program, your numbering scheme has already
been established. If you are assigning new numbers for your accounts,
follow the guidelines below:
• Accounts names can be a maximum of 30 characters.
• Accounts must be assigned numbers. You must use a number in the range
3000-3899 for your activity accounts beginning balances.
• Take time to organize your accounts by activity or use. For example, you
could use the 3000 series of numbers for general type accounts, 3100
series for athletics, 3200 series for clubs or teacher accounts, etc.
• Leave some blank account numbers so you can add accounts in the
future. For example, you might use 3110 as General Athletics, 3120 for
Basketball, 3130 for Football and 3140 for Baseball. Incrementing the
account numbers by ten is an easy way to save space for accounts to be
added at a later date. If you have more funds than will fit by an increment
of 10, then space by 5’s.
Computer Education Support Unit page 17