Chart of Accounts . . . Location, Department, or Subsidiary Descriptions

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

To enter location, department, or subsidiary descriptions for a GL or Trial Balance client, you must first set up the Chart of Accounts mask to accommodate locations. The alpha or numeric characters you assign to the locations in this dialog will be used in the Edit > Create Locations and Departments dialog to automatically generate accounts to include in the Chart of Accounts.

When the Setup > Chart of Accounts window is active, choose Enter Location and Department Descriptions from the Edit menu or from the F3 or right-click context menu.

Note: You do not need to set up location or department descriptions to define account numbers that take into account the existence of locations/departments. If you have set up the Chart of Accounts mask to include L and/or D segments to accommodate locations/departments, you can define account numbers that include corresponding segments.

For a consolidated client, the dialog and tab names are Subsidiaries when you choose Edit > Enter Location and Department Descriptions.

See also: CSA Guide to Working with Location/Department Clients (PDF)

Fields & buttons

Locations or Subsidiaries tab

Departments tab

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