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Sub-accounts can be created in each ledger for the following categories: Allocated Equity, Appropriation, Asset Location, Church, Department, Entity, Location, Not Analysed, Project, Supplier, Student, Subject, Sustentee, Trust Fund, Who. A coding convention should be determined for each category used.

Sub-accounts can be created individually in GL2 as explained below, or in bulk using the Excel account import template. Using the Excel import template is covered XX.

1. Go to System and click Administration.
2. Select the relevant ledger.
3. Tick the Show Sub-Accounts Only box.
4. Click on the relevant category, then click Add Sub-Account.
5. Complete the relevant fields, then click Save.
   1. Code - 10 characters max. 
   2. Name - 50 characters max.
   3. Address - where relevant.
   4. Email - where relevant. May be used in the future, e.g. for emailing statements.
   5. Analysis Category - if not already selected, choose the correct category.
   6. Allow Posting - Select the earliest period that posting will be allowed from. The To field can be left blank so that posting can occur indefinitely.
   7. Currency - select the currency of the sub-account (if using multi-currency)
6. Repeat steps 3-5 to create all sub-accounts.

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Sub-accounts can be assigned individually as explained below, or in bulk in bulk using the Excel account import template. Using the Excel import template is covered XX.

1. Go to System and click Administration.
2. Select the relevant ledger.
3. Select an account to have sub-accounts assigned.
4. Click on the Assign Sub-Accounts tab.
5. From the Sub-Accounts Available list, highlight one or more sub-accounts (use Shift and/or Ctrl to highlight multiple accounts) and click on the arrow to move them to the Sub-Accounts Assigned field.
6. Repeat steps 3-5 as required.

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