Chart of Accounts is a section where you can manage accounts that you have created for the business. Here you can add new, manage existing codes, save a list in a .PDF file or export it in a .csv table. Learn how to Archive an Account in Chart of Accounts and how to create a New Account in Chart of Accounts.
How do I View my Accounts in Chart of Accounts ?
To find the list of accounts in your chart of accounts, select Accounting from the sidebar menu and click on Chart of Accounts from the drop-down menu.
Each newly created company already has a default chart, that can not be edited, deleted, or archived.
You can view the statement of each account report by clicking the icon under Actions.
Note: The application creates different reports using specific types of account. For example, Profit and Loss report is based on Revenue/Expense type of account.
How do I Create a New Account ?
Select Accounting from the side bar menu and Chart of Accounts from the drop-down menu.
Click on Add New.
Learn how to complete the information of your new account here.
How do I Edit an Account ?
Select Accounting from the side bar menu and Chart of Accounts from the drop-down menu.
Click on the account you wish to edit.
Make the changes needed and click on Save.
How do I Export a File ?
To export your list of accounts :
You can export the list of your accounts in Chart of Accounts by clicking on Export. The file will be downloaded on your device in XLSX.
To export a Statement of Account :
To access the Statement of Account you want to export, click on the icon under Actions.
In your Statement of Account, click on the export button.
You have the option to export your Statement of Account in PDF, XLS or CSV file on your device.
