Chart of Accounts


If you ever need to re-name or add any COA simply go to Financials>Accounts>Chart of Accounts




On this next screen, click on CORPORATE ACCOUNTS


Click Add to add a new account or click on the waffle of an existing account to  modify the description.


Essentially you just need give it an account number, a description, classification and tick to allow journals.

The other information is not necessary for an ordinary account.


One thing to remember is all accounts need to be included in the financial totaling engine for proper reporting.

The financial totaling engine is a whole other topic so if you ever create a new one, for now, just inform us and we will check to make sure its range is included.