The account mask determines how an account should be displayed after it is entered. Each block of letters in an account mask represents a segment. You must define the segments that will be used in the account mask before you can set up the account mask default.
1. Open System Management > Organization > Other GL Information.
2. Enter the Account Number Digits.
The Account Number Digits stores the number of digits in the account. If you need to change the value in the Account Number Digits field, contact customer service for assistance.
3. Enter the Balance Sheet Mask.
The balance sheet mask is the mask for formatting balance sheet accounts. Enter the account mask exactly as it will appear on the screen.
4. Enter the Revenue Mask.
The revenue mask is the mask for formatting revenue accounts. Enter the account mask exactly as it will appear on the screen.
5. Enter the Expenditure Mask.
The expenditure mask is the mask for formatting expenditure accounts. Enter the account mask exactly as it will appear on the screen.
6. Click Save (CTRL+S).
The account properties have been saved.
The Account Number Digits stores the number of digits in the account. If you need to change the value in the Account Number Digits field, contact customer service for assistance.
A mask is variable that tells the system how to format a number.
This is a set of commonly used masks:
Balance sheet mask: FF-AAAA
Revenue mask: FF-SS-RRR
Expenditure mask: FF-DD-OOO
Each letter represents an account code.
A: Asset
D: Department
F: Fund
O: Object
R: Revenue
When you create a mask, each letter represents one digit.
A: This is a single digit.
AA: This is a two-digit code.
AAA: This is a three-digit code, and so on.
Use the account codes from the third party general ledger to set up the account masks in Other GL Information. Make sure the masks in Other GL Information match the masks that are set up in the third party general ledger.
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