How to create Chart of Account

Modified on Thu, 27 Aug 2020 at 12:15 PM

Pre-requisite: you may need to have Accounting role to access certain feature of this article.

1. From the top menu, go to Accounting > Chart of Account

2. Click on Add New button from the left corner.

3. Fill up the form in each field.

Name: the name of your new Chart of Account that will be displayed in most of the reports and dropdown selection

Description: to describe the purpose / details about this Chart of Account for reference

Account Type: type of Chart of Account

Code: (auto generated) code of Chart of Account

4. hit Save when you are done.

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