accpac simply accounting 9.0 Benutzerhandbuch

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Chapter 2:  Setting Up Accounts 
User Guide    2–7 
 
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Setting Up 
Accounts 
Setting Up 
Accounts 
■ 
If you’re using one of the company templates that comes 
with Simply Accounting, the codes are already assigned. 
However, if you add or change any accounts, you may need 
to add or change GIFI codes.  
■ 
If you typed in your accounts one at a time, you need to add 
a GIFI code to each account.  
We recommend that you ask your accountant to review your 
chart of accounts to be sure the codes are correct.  
To add or change a GIFI code: 
1.  In the Home window, choose the Accounts icon and enter 
the GIFI code. 
 
Type the GIFI code here. 
 
 
Save 
2.  On the File menu, choose Save.  
Assign Account Classes 
Account classes let you organize your accounts into categories. 
For example, when you select cheque or cash as the payment 
method on an invoice, the program provides a list of the 
accounts that are set up as bank and cash accounts so you can 
choose one to make or receive the payment.  
Account classes also provide a more informative Statement of 
Cash Flows, which shows you where your money is coming from 
and where it’s going. If you are familiar with Crystal Reports or 
Microsoft Excel, you can also use this information to create 
custom reports.  
It’s important to set up your account classes correctly. For 
example, be sure to classify your current and long-term assets