Chart of Accounts: Difference between revisions

Latest revision as of 15:53, 11 March 2026

This an organised list of every accounts in the company's general ledger acting as a table of contents for finanicial data.

Create Code
Chart of Account Code

Name
Chart of Account Name

Active
Tick whether it is Active or leave blank if it isn't

Default VAT Rate
You can set the Default VAT Rate for each category.

Currency
This is where you can set the Currency of each one.

Type
This is where you can set whether it is a Asset, Liability, Captital and Equity, Revenue or Expense.

Then click and it will then appear in the table underneath.

Once data has been created, a table will appear with the following:

Code
Name
Account Type
Currency
Default VAT Rate
Debit (DR)
Credit (CR)
Action

If you click on it will give you the option to Edit, Delete or show the History of each one.

At the bottom right of the table you can which then gives you the ability to print or save the PDF on your computer/laptop etc.

@@ Line 20: / Line 20: @@
 Then click [[File:Create-account.PNG|alt=create-account|link=|create-account]] and it will then appear in the table underneath.
+Once data has been created, a table will appear with the following:
+'''Code'''<br />
+'''Name'''<br />
+'''Account Type'''<br />
+'''Currency'''<br />
+'''Default VAT Rate'''<br />
+'''Debit (DR)'''<br />
+'''Credit (CR)'''<br />
+'''Action'''<br />
+If you click on [[File:Actions_drop_down_button.png|alt=Actions_drop_down_button|link=|Actions_drop_down_button]] it will give you the option to Edit, Delete or show the History of each one.
+At the bottom right of the table you can [[File:Download_PDF_button.png|alt=Download_PDF_button|link=|Download_PDF_button]] which then gives you the ability to print or save the PDF on your computer/laptop etc.