Create a Profit Center (Sub Account)

To create a profit center:

  1. Select Tables >Sub Accounts > Profit Centers.

    NOTE: If you are using a Juris version that is prior to version 2.3, Profit Centers can be found directly under Tables as opposed to under Tables > Sub Accounts.

  2. Open a new Profit Center form by using any of the following options: 
    • Click the New icon.
    • Select Form > New from the toolbar.
    • Use the keystroke shortcut Ctrl + N.
  3. Enter a 1-3 character numeric (all numbers) code.
  4. Enter a 1 - 30 character alphanumeric (letters, numbers and symbols) description.
  5. Select to Copy all accounts (from Sub Account) and Budget Amounts from an existing ProfitCenter as appropriate.  If either of these items or both are checked, the drop-down box of existing Profit Centers will become enabled, allowing the user to select a Profit center from which to copy all accounts and budget amounts from.
  6. Spell check the form using any of the following options:
    • Click the Spell Check icon.
    • Select Form > Spelling from the toolbar.
    • Use the keystroke shortcut F7.
  7. Save the Profit Center using any of the following options: 
    • Click the Save icon.
    • Select Form > Save from the toolbar.
    • Use the keystroke shortcut Ctrl + S.

 

Related topics