Sub Accounts Tab

Sub Accounts allow the firm to track sub-categories at the General Ledger level for various groupings, such as by Office, by Practice Class, by Attorney, etc.  The categories are set up within Firm Options; then each item within that sub-category is set up in Tables > Sub Accounts.

For example, within a Practice Class Sub Account, you would list things such as Litigation, Medical Malpractice, Corporate Law, Criminal Defense, etc.  Sub Accounts are not designed just to increase the number of General Ledger accounts in your Chart of Accounts.  

You can have up to seven (7) Sub Accounts. To create a Sub Account, perform the following:

1. While in Maintenance Mode, Setup and Manage > Firm Options

2. Click the Sub Accounts tab.

   

3. Click inside the box next to Active to enable the Sub Account Name field.
4. Enter Sub Account name.  
5. Enter a size for the Sub Account digits. The maximum is eight.
6. Enter the Segment delimiter or accept the default.
7. Click the Save button on the tool bar or use keystroke Ctrl + S on the keyboard to save the sub account. The selections made and name entered are automatically reflected in the display.

Now that you have created your Sub Account, you will need to define the different items within your group.  For example, within a Practice Class Sub Account, you would list things such as Litigation, Medical Malpractice, Corporate Law, Criminal Defense, etc.

To create a Sub Account account:

1. Select Tables > Sub Accounts and then click on the Sub Account. In this example, the Sub Account name is Practice Class. 

   

2. Open a new Sub Account form by using any of the following options: 
• Click the New icon.
• Select Form > New from the toolbar.
• Use the keystroke shortcut Ctrl + N.
3. Enter a 1-3 character numeric (all numbers) code.
4. Enter a 1 - 30 character alphanumeric (letters, numbers and symbols) description.
5. Select to Copy all accounts from Sub Account and Copy Budget Amounts from an existing account as appropriate.  If either of these items or both are checked, the drop-down box of existing Sub Account accounts will become enabled, allowing the user to select a Sub Account item from which to copy all accounts and budget amounts from.
6. Spell check the form using any of the following options:
• Click the Spell Check icon.
• Select Form > Spelling from the toolbar.
• Use the keystroke shortcut F7.
7. Save the Sub Account item using any of the following options: 
• Click the Save icon.
• Select Form > Save from the toolbar.
• Use the keystroke shortcut Ctrl + S.