> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/setups/setup-accounts/setup-new-account/account-configuration/account-name-formula.md).

# Account Name Formula

YouTube: [HOW TO SETUP A NEW ACCOUNT AND MODIFY AN OLD ACCOUNT IN LOGIC ERP?](https://www.youtube.com/watch?v=N6s80pZheLc)

## How To Generate Account Names Using Account Name Formula?

In this tutorial, we will explore how to create and automate the **Account Name Formula** in Logic ERP. 

The **Account Name Formula** is a feature that automates account name generation based on predefined rules and criteria. It ensures consistency and accuracy while reducing manual entry.

### **Steps to Configure Account Name Formula:**

* Navigate to the Setup/Setup Accounts and the click on "Setup New Account"
* At the bottom, use the shortcut key **F5** to open the **configuration settings**.
* Locate the option labeled as:

> "Account Name Formula"

<figure><img src="/files/nVeu7dACH2N4tqeO890r" alt=""><figcaption></figcaption></figure>

### **Define Account Name Formula**

* Open the **Account Name Formula** section.
* Utilize the available fields to create a customized formula.
* Example: Combine **Print Name** and **General Group** to auto-generate account names.

<figure><img src="/files/Y1Q5Jrg8jfXWqUfziZaJ" alt=""><figcaption></figcaption></figure>

* Click **Save** to apply the formula.

1. **Creating a Customer Account with Auto-Generated Name**
   * Go to **Create Customer Account**.
   * Enter the **Print Name**, select **Account Type (Customer)**, and choose the **General Group**.
   * The **Account Name** will be generated automatically based on the defined formula.

<figure><img src="/files/oiaLwMDlxykVuUrZ1pJt" alt=""><figcaption></figcaption></figure>

🔹 **Conclusion**

* The **Account Name Formula** helps streamline account creation by ensuring accuracy and efficiency.
* Use this feature to automate and customize account names as per your business needs.


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