Chart of Accounts
The list of accounts every posting is recorded against.
Overview
The chart of accounts is installed for your country and business type when the company is created. View it as a tree or a list, expand or collapse groups, add accounts, or run the setup wizard to install another chart.
Account types (asset, liability, equity, income, expense) decide where an account appears in the statements.
When to use chart of accounts
- You add an account you need.
- You adjust the chart after setup.
Step by step
In the Accounting module open Configuration in the green navigation bar, then choose Chart of Accounts under Accounting.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Actions on the screen: US_GAAP, RETAIL, Tree View, List View, Expand All, Collapse All, Setup Wizard, New Account, Import, Export.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- accounting.account.create
- accounting.account.delete
- accounting.account.read
- accounting.account.update
- accounting.accounts.create
- accounting.accounts.delete
- accounting.accounts.read
- accounting.accounts.update