How to configure your Chart of Accounts?
1. Click the “FINANCIALS MODULE” icon.
2. Click the “CONFIGURE” button located at the top navigation bar.
3. Click on “CHART OF ACCOUNTS” button found at the left side bar.
4. You will be redirected to this page. You will see a set of predetermined CHART OF ACCOUNTS. You can create a new account, add sub account, edit the existing ones, deactivate or reactivate it.
5. The CHART OF ACCOUNTS are collapsible. Just click the plus button to see the whole list under the Parent Account, or click the dash button to hide the list.
Reconciling of Accounts
1. Please refer to this page: Reconcile your Account
Edit Chart of Accounts
1. To edit your chart of accounts, CLICK HERE TO LEARN HOW.
Create NEW Accounts
1. How to CREATE NEW ACCOUNTS?
Deactivate Account
1. How to DEACTIVATE AN ACCOUNT?