Flexicoder

Chart Settings

This section will describe how Chart Settings can be used to automatically generate accounts based on a defined set of account segments. Only the accounts that are defined by the Chart Settings will be automatically generated.

Entering Chart Settings:

1.	Click on the Chart Settings button on the Flexicoder Options window to open the Chart Settings window. This button will only be available if the ‘Automatically generate accounts that don’t exist’ checkbox is marked.

Chart Generator

2.	Select the Account Segment. This is the segment that controls the posting type and typical balance of the account. (In the World Online, this segment is Segment 2)

3.	Enter the Account Description Mask and Account Alias Mask. You can use the following variables to replace part of the account description with the segment specific string:

Variable	Replacement	Variable	Replacement
%D1	Segment 1 Description	%A1	Segment 1 Alias
%D2	Segment 2 Description	%A2	Segment 2 Alias
%D3	Segment 3 Description	%A3	Segment 3 Alias
%D4	Segment 4 Description	%A4	Segment 4 Alias
%D5	Segment 5 Description	%A5	Segment 5 Alias
%D6	Segment 6 Description	%A6	Segment 6 Alias
%D7	Segment 7 Description	%A7	Segment 7 Alias
%D8	Segment 8 Description	%A8	Segment 8 Alias
%D9	Segment 9 Description	%A9	Segment 9 Alias
%D10	Segment 10 Description	%A10	Segment 10 Alias
%D11	Segment 11 Description	%A11	Segment 11 Alias

Variable	Replacement
%S1	Segment 1
%S2	Segment 2
%S3	Segment 3
%S4	Segment 4
%S5	Segment 5
%S6	Segment 6
%S7	Segment 7
%S8	Segment 8
%S9	Segment 9
%S10	Segment 10
%S11	Segment 11

4.	Select the Level of Posting for Sales, Purchasing, Inventory or Payroll as Detail or Summary.

5.	Select the Series to include in lookups

6.	Select the segment from the drop down list above the segment list.

7.	Enter segments, descriptions and aliases for each of the selected segments. If the account segment has been selected, you will also be able to select the category, posting type and typical balance.