Assign Account

Digita Accounts Production Advanced allows you to assign accounts into different categories.

Assign an account as follows:

1. Select Financial Period | Configuration | Account Assignment to open the Account Assignment dialog. The dialog displays a list of accounts in the left pane and the category structure in the right pane.
2. Click Import to import an Excel spreadsheet or CSV file containing account assignments.
3. Manage the category structure view via the Display drop-down options. Select from the following options:
   1. Expand All
   2. Collapse All
   3. Expand Categories
   4. Display Category Code
4. Click Filter to filter the accounts list according to category via the Select Category for filter dialog.
5. Select Display | Hide assigned accounts to view only unassigned accounts.
6. Drag and drop the account codes from the left side to the categories on the right.

To unassign a code, right-click on the account code on the right side and select Unassign. If you select this on a category folder, it will unassign all codes under that folder.

7. Click Apply to confirm your changes.
8. Click OK to close the dialog.