Initial set up of the Chart of accounts
When the Chart of accounts is to be setup for the first time, you may do this based on a template. Instead of spending time on creating each account manually, you can import a template and select the preferred accounts. When basing the chart of account on a template, the accounts will inherit the account details from the template.
Note
Currently, only a template for a Norwegian Chart of Accounts is available.
Import a standard Chart of accounts
To open the Chart of account (ACC) application, find Finance in the RamBase menu and then Base registers. Click Accounts to enter the ACC application.
Click the Create new from template button.
In the new Chart of Account Setup popup, select the template from the dropdown menu in the Source field. A table with a tree structure will appear.
From the dropdown menu in the Root Node field, select the group of accounts you want to be displayed.
From the tree structure you select the accounts by use of the checkboxes. If you check an accounting group, all accounts in this group will automatically be selected, but you can deselect any of the accounts.
Click the Select Action button and make sure everything is ok before you click the Create button.
Use the checkbox if you want to Use agio settings from templates and from when you want the accounting period to be valid from in the FromPeriod field.
Click the OK button. The accounts will now be listed in the Chart of accounts (ACC) application.