Manage Chart of Accounts

Managing Chart of Accounts

1. Go to Accounting → Chart of Accounts.
2. Click New Account to add a code — enter the code, name, and account type.
3. Click any row to open its ledger — a read-only view of the account's closing balance and every posted entry against it. Use it to trace a balance back to the journal entries that built it.
4. Accounts are not edited or archived from this page. To correct a code or name, raise it with whoever manages your chart of accounts setup; to stop using an account, simply stop posting to it — its history stays intact either way.

Where to go next

• Understand the whole module → How Accounting Works
• Next in this module → Revenue Recognition (ASC 606 / IFRS 15)
• Reconcile a Bank Account
• File a VAT Return
• See where this fits in the bigger picture → How a Lead Becomes Cash