To add a chart of accounts listing report to the Document Manager

1. While on the Document Manager, from the Document menu, click New.
2. Select Automatic Document and click OK.
3. Enter a unique document number.
4. Enter a description for the chart of accounts.
5. In the Document Type box, select Chart of Accounts.
6. In the Format box, select the order for the chart of accounts.

In the sample file, the chart of accounts document is in Accounting Documents folder within the miscellaneous subfolder.