How To Manage Your Chart of Accounts in ESC


Unless you're using ESC Accounting, there won't be any need for a full Chart of Accounts in your ESC program.  If you end up integrated with a third-party accounting system, your full chart of accounts will be maintained there and only a portion will be connected with the chart of accounts in ESC.  

You can find your Chart of Accounts by going to Company → Enter Chart of Accounts. 

You may enter new accounts by clicking the Add New button or edit an account by double-clicking on it.

  1. Every account will need to be assigned an Account number.  
  2. Select the Category that this account will belong to.
  3. Give your account a meaningful Description.
  4. Click Save.

If you are using ESC Accounting, you'll also have the option to select a Parent Account for this account to be grouped with.

ESC Accounting users will also find an Allocate Overhead tab at the top of the Edit Account box that helps you to break out your expenses based on either specific percentages or based on the total income for each department.

Note:  If you are integrated with a third-party accounting system that already has accounts that you wish to use in ESC, you can use the accounting Connection Wizard under your File menu to bring those accounts over into ESC.  If you create new accounts in ESC, you'll also want to use the Connection Wizard to add them to your accounting system.


System Accounts

The System Accounts tab in ESC's System Setup screen will help you to determine which accounts in your Chart of Accounts act as defaults in ESC.  These are setup for you by default when you create your database for the first time.  If you are using basic ESC or are integrated with a third-party accounting system, you'll only need to keep the first seven fields filled in (from Accounts Receivable to Accounts Payable).

ESC Accounting users will want to have the accounts for all features filled in with their appropriate accounts.  This does not have to be done immediately and can be handled as each individual feature is setup.

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