Objective: Create a specific expense account for “Program Supplies” linked to the “Unrestricted” fund and a specific program.
1. Define the Object Code: Go to Lists > Chart of Accounts > Segments. Select Object Code. Click New (+). Enter a number (e.g., 5200) and Name “Program Supplies.” Ensure it falls within your Expense range. Click Save.
2. Define the Cost Center: Change the Segment Type to your cost center label (e.g., Program). Click New (+). Enter a number (e.g., 200) and Name “Youth Outreach.” Click Save.
3. Link the Account: Go to Lists > Chart of Accounts > Accounts. Click Link/Unlink.
◦ Select Revenue/Expense.
◦ Select Fund 01 Unrestricted.
◦ Select Program 200 Youth Outreach.
◦ Select Object Code 5200 Program Supplies.
◦ Move them to the right column and click Link Selected Accounts.