Chart of Account is a section where you can manage chart of accounts that you have created for the company. Here you can add new, manage existing codes, save a list in a .PDF file or export it in a .csv table.
To find the list of chart of accounts go to All Settings > Chart of Accounts.

Each newly created company already has a default chart, that can not be edited, deleted, or archived.

You can view statement of each account report in one click. Just click the icon in the column SoA.

Note: The application creates different reports using specific types of account. For example, Profit and loss report is based on Revenue/Expense type of account.

Add/Edit Account


To add a new code do the following steps:

  1. Select Settings in top menu.
  2. Press Chart of Accounts button in the Settings 

    3. Press Add Account button.

    4. Fill in the form. You have to fill in all mandatory fields.

    5. Press Save button.

    To edit an account click on its name in the list of accounts.

Export the Chart of Accounts 

To export chart of accounts in .csv table file do the following steps:

  1. Select Settings in the top menu.
  2. Click Chart of Accounts in the Settings tab.

   3. Press Export button
.

  • By default, a file will be saved in Downloads folder of your browser in .CSV format.
  •  By default, a file will be saved in Downloads folder of your browser in .CSV format.
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