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.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article