Managing Chart of Accounts

Estimated reading: 2 minutes

Enable, Disable, View, Edit, Print, Duplicate, Export, or Delete Chart of Accounts.

Managing Chart of Accounts

The Chart of Accounts page shows a list of accounts categorized into Assets, Liabilities, Expenses, Income, and Equity.

Managing Chart of Accounts

Use the Search Bar to Filter the Chart of Accounts by Enabled status and Type.

  • Viewing the details of an account
  • Editing a Chart of Account
  • Printing/ Exporting a Chart of Account

Viewing the details of a Chart of Account:

On the Chart of Accounts page, click on a listed Account to access the details page. On the details page, you’ll find the following functions:

Viewing the details of a Chart of Account
  1. Filter bar: Filter financial records in the account by Basis, Contact, and Report date.
  2. Print: At the top left corner.
  3. Export: At the top left corner.
  4. Date: Day of recorded transaction.
  5. Relation: Document of transaction.
  6. Debit: Debited amount
  7. Credit: Credited amount.
  8. Balance: Account balance.

You can Install or Purchase the Schedule Reports app to generate reports automatically.

Editing a Chart of Account

On the Chart of Accounts page, hover over a listed Account for options to Edit, Duplicate or Delete.

Editing a Chart of Account
  • Click Edit
  • On the Edit Account page, you can update the account details.
  • Enable/Disable an account with the Toggle Button.
  • Then, Save.

Printing/Exporting a Chart of Account

On the Chart of Accounts page, click on a listed Account to access the details page.

  • Click Print at the top right corner. And follow the prompt to complete the request.
  • Click Export. An email with a download link will be sent to your profile’s email address.
Printing/Exporting a Chart of Account
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