Create a balance sheet element

This part of the guide explains how to create a balance sheet element.

Step 1 - Go to the page List of Balance Sheet Elements

1. Go to the Administration module;
2. Choose the Base Tables option;
3. Select the Balance Sheet option;
4. Click the Balance Sheet Elements menu. This action opens the List of Balance Sheet Elements page (509:8001);

Step 2 - Create a balance sheet element

5. Click the Create button. This action opens the Balance Sheet Element page (509:8002);
6. Go to the Balance Sheet Element Information section;
7. Fill out the required fields (identified with a red star *). For example, Element Code, Element Desc.; etc.;
8. Click the Save button. This action confirms the creation of the balance sheet element and displays the List of Sub-Elements section;
9. Go to the List of Sub-Elements section;
10. Click the Create button. This action opens the Balance Sheet Element popup window;
11. Fill out the required fields (identified with a red star *). For example, Element Code, Element Desc.; etc.;
12. Click the Save button. This action confirms the creation of the sub-element and updates the Balance Sheet Element page (509:8002);
13. Click the Save button. This action updates the List of Balance Sheet Elements page (509:8001).