Create a balance sheet element type

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

Step 1 - Go to the page List of Balance Sheet Element Types

1. Go to the Administration module;
2. Choose the Base Tables option;
3. Select the Balance Sheet option;
4. Click the Balance Sheet menu. This action opens the List of Balance Sheet Element Types page (509:8050);

Step 2 - Create a balance sheet element type

5. Click the Create button. This action opens the Balance Sheet Element Type page (509:8051);
6. Go to the top section and fill out the required fields (identified with a red star *). For example, Elemenmt Desc., etc.;
7. Click the Save button. This action confirms the creation of the balance sheet element type, assigns a element type number, and displays the Create button to associate a sub-element in the lower section;
8. Go to List of Sub-Elements section;
9. Click the Create button. This action opens the Element Desc. popup window;
10. Fill out the required fields (identified with a red star *). For example,Element Desc., etc.;
11. Click the Save button. This action confirms the creation of the sub-element and updates the the Balance Sheet Element Type page (509:8051);
12. Click the Save button. This action updates the List of Balance Sheet Element Types page (509:8050).