Create Accounting Set

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I. Function Overview

"Create Accounting Set" is a fundamental feature in the financial system that allows users to establish independent financial record systems for different business entities or departments. By creating an accounting set, users can ensure the accuracy and independence of financial data, facilitating financial analysis and management.

II. Function Entry

Users can access the accounting set management page by clicking on the "Accounting Set Management" option in the "User Avatar" menu.

III. Operation Steps

Enter the Accounting Set Management Page: First, click on the "User Avatar" in the menu, then select the "Accounting Set Management" option to enter the accounting set management page.
Select Add New Accounting Set: On the accounting set management page, users will see a table header and can click the "Add New Accounting Set" button.
Input Accounting Set Information: In the pop-up window, users need to enter the following information:
- Accounting Set ID: A unique identifier for each accounting set.
- Accounting Set Name: The name of the accounting set, which can be named according to actual needs.
- Accounting Set Activation Year and Month: Select the year and month when the accounting set will start being used.
- Accounting Set Members: Choose the users or roles that will participate in managing this accounting set.
- Accounting Standards: Select the accounting standards applicable to this accounting set.
Save the Accounting Set: After confirming that all information is correct, click the "Save" button to create the accounting set. The system will save your settings and add the newly created accounting set to the accounting set management list.

IV. Precautions

Before creating an accounting set, please ensure that you understand the specific requirements and regulations of the selected accounting standards.
The accounting set ID should be unique to avoid duplication with other accounting set IDs.
The selection of accounting set members should be made carefully to ensure that only appropriate users or roles can access and manage this accounting set.

V. Frequently Asked Questions

Q: Can I create multiple accounting sets?

A: Yes, you can create multiple accounting sets as needed for independent financial management of different business entities or departments.

Q: How can I modify the information of an existing accounting set?

A: On the accounting set management page, find the accounting set that needs modification and click the corresponding edit button. In the pop-up window, you can modify the accounting set information and save the changes.

Q: Can I delete an existing accounting set?

A: Generally, existing accounting sets may contain important financial data, so it is not recommended to delete them casually. If you do need to delete an accounting set, please contact the system administrator or relevant technical support team for assistance.

By mastering the usage of the "Create Accounting Set" function, you will be able to manage the financial data of different business entities or departments more effectively, improving the accuracy and efficiency of financial management. We hope this training document is helpful to you!

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## I. Function Overview

"Create Accounting Set" is a fundamental feature in the financial system that allows users to establish independent financial record systems for different business entities or departments. By creating an accounting set, users can ensure the accuracy and independence of financial data, facilitating financial analysis and management.

## II. Function Entry

Users can access the accounting set management page by clicking on the "Accounting Set Management" option in the "User Avatar" menu.

## III. Operation Steps

1.  **Enter the Accounting Set Management Page**: First, click on the "User Avatar" in the menu, then select the "Accounting Set Management" option to enter the accounting set management page.

2.  **Select Add New Accounting Set**: On the accounting set management page, users will see a table header and can click the "Add New Accounting Set" button.

3.  **Input Accounting Set Information**: In the pop-up window, users need to enter the following information:

-   **Accounting Set ID**: A unique identifier for each accounting set.
    -   **Accounting Set Name**: The name of the accounting set, which can be named according to actual needs.
    -   **Accounting Set Activation Year and Month**: Select the year and month when the accounting set will start being used.
    -   **Accounting Set Members**: Choose the users or roles that will participate in managing this accounting set.
    -   **Accounting Standards**: Select the accounting standards applicable to this accounting set.

4.  **Save the Accounting Set**: After confirming that all information is correct, click the "Save" button to create the accounting set. The system will save your settings and add the newly created accounting set to the accounting set management list.

## IV. Precautions

-   Before creating an accounting set, please ensure that you understand the specific requirements and regulations of the selected accounting standards.
-   The accounting set ID should be unique to avoid duplication with other accounting set IDs.
-   The selection of accounting set members should be made carefully to ensure that only appropriate users or roles can access and manage this accounting set.

## V. Frequently Asked Questions

**Q: Can I create multiple accounting sets?**

A: Yes, you can create multiple accounting sets as needed for independent financial management of different business entities or departments.

**Q: How can I modify the information of an existing accounting set?**

A: On the accounting set management page, find the accounting set that needs modification and click the corresponding edit button. In the pop-up window, you can modify the accounting set information and save the changes.

**Q: Can I delete an existing accounting set?**

A: Generally, existing accounting sets may contain important financial data, so it is not recommended to delete them casually. If you do need to delete an accounting set, please contact the system administrator or relevant technical support team for assistance.

By mastering the usage of the "Create Accounting Set" function, you will be able to manage the financial data of different business entities or departments more effectively, improving the accuracy and efficiency of financial management. We hope this training document is helpful to you!