The Chart of accounts page lists the accounts of your chart of accounts. From it you can find an account, export the list, and edit or duplicate an account. To learn what each field means, see Chart of accounts.
Open the page
In the new portal, open Chart of accounts from the finance settings.
What the list shows
Each row is an account, with these columns:
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Accounting N°.
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Account label.
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Internal type: the kind of account, such as Asset, Liability, Revenue, Expense, Bank, Cash, Sales or Purchases.
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View type: Regular or View. Entries can be posted to a Regular account; a View account only groups other accounts.
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Parent account: the account that groups this one, if any.
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Reporting account: the matching account in your general accounting or group reporting.
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Status: Activated or Deactivated.
Find an account
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Type in the search bar to search the list. To see which fields it searches, hover over the information icon next to it.
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Use the filter of a column to narrow the list on that column.
Export the list
Use the export button above the list to download it.
Edit an account
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In the account’s row, select Edit.
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Change the values. Choose Internal type, View type and Status from their predefined values. Type in Account label and Reporting account. For Parent account, pick an existing account number from the list, or type one in. The Accounting N° cannot be changed.
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Each change is saved when you leave the cell, with no separate save step. The parent account is checked at that point.
Duplicate an account
In the account’s row, select Duplicate to create a copy of the account, then change the copy as needed. As for any account, the account number of the copy cannot be changed.
Reporting account in the accounting reports
The reporting account of each account is also shown in the Accounting entries report, and is included when you download it.