Chart Of Accounts in Accounting module

  • Last Created On Jul 17, 2023
  • 94
0 0

Account list 


Create a new account 

  • Step 1. Go to Chart of Account menu under the Accounting module in the left sidebar
  • Step 2. Click on the Add button
  • Step 3. In the Account popup, fill in the following detail

    1. Select the Account type
    2. Select the Detail type. You can create a different detail type at the Account detail type page.
    3. Enter the account name
    4. Select the Parent account (optional) 
    5. Enter the Balance and as of (optional). Only specialized account types show this field.
    6. Enter the Description (optional) 
    If you want to enter the number for the account, and show the account number on the Chart of account , reports and transactions page, you must enable Enable account numbers and Show account numbers.


  • Step 4. Click on the Save button 

Delete account 

Only accounts that are not the default account and have no related transactions can be successfully deleted.

Views: 94

Recent Articles

  • Updated Feature in Version 1.1.4 of the...
    15
  • How to Create Custom Fields for the Logi...
    24
  • Temp Staffing Module - Clients Portal
    28
  • Temp Staffing Module - Dashboard Screen
    24
  • Temp Staffing Module - Reports Screen
    25

Popular Articles

  • Warehouse
    2019
  • Item Settings
    1685
  • General Accounting Settings
    1419
  • Plaid environment & Setup Your Bank Acco...
    1291
  • Mapping Setup
    1262