The Account Index Table Module uses the Index numbers from the Id Codes with Percents module to allocate expense accounts for the electronic annual report.
Prerequisites
Before beginning this process, ensure that:
- All accounts are mapped correctly in the Map Account #s module.
- Id Codes with Percents must be set up.
Step-by-Step Instructions
- In ABReport, select Acct Index Table from the top menu.
- The Acct Index Table module displays three columns: Account#, Index, and Description.
- The Account Numbers column will automatically populate with all expense accounts listed in the Map Accounts module. The Index and Description columns will initially be blank.
- For each expense account, enter an Index number from the Id Codes with Percents module
- The Description will automatically fill in based on the Index number you enter.
- Press the Save button to save the Account Index table.