The Chart of accounts is a list of all accounts available in the system. You can manage it in the Tools → Accounting → Chart of accounts tab.
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If the integration has not been set up, the user can:
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Users can
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Upload the Chart of Accounts
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To upload the Chart of accounts as an excel file - click the Choose file button
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(1). A preview will be displayed
Click the Apply button to upload the chart. Your existing chart of accounts will be overridden.
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edit a new or previously added Chart of accounts manually.
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Download Template or Existing Chart of Accounts
You can also prepare the new chart of accounts based on the out-of-box template or on the existing chart. To do so, click the Download template (2) or Download chart of accounts (3) button. The .xlsx file will be save to your default download folder. You can then open it, edit and upload as described in the section above.
You can also use the list for any other purposes.
Add and Account to the Chart
It is also poss
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Field | Required | Type | Description | Comment |
|---|---|---|---|---|
Choose file | No | Button | Upload the Chart of Accounts from an excel file | Hidden if API import is set up |
Download template | No | Button | Excel template of the Chart of Accounts | |
Add | No | Button | Add new account | |
Download chart of account | No | Button | Download the current Chart of Accounts to the excel file | |
Sync accounts | No | Button | Receive Accounts via API | Hidden if API import is not set |
Hide all | No | Button | Make all accounts hidden | |
Search | - | Search | Search accounts by name or code | |
Save | No | Button | Save changes | |
Last update | Yes | Label string | Date/Time/Username of uploading Chart of account or receiving via API |
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