Create records in company setup

When you create records for your company, you enter them manually. You can create the following types of records:

• Chart of accounts: General Ledger accounts
• Statistical accounts
• Account groups
• Group members
• Departments
• Locations
• Employees
• Territories
• Classes

Create records when setting up your company

1. Go to Company > Setup > Configuration > Import data.
   To see the records that have already been entered for a record type, select View.
2. For the type of record you want to enter, select Create. The system displays the new record information page for that record type.
3. Enter the necessary and appropriate data for the record. For details on entering a record, see the help topic on adding that record type. For instance, if you are adding a chart of accounts record, go to the topic General Ledger, Managing accounts, or Adding an account.