Add New Chart of Account

Created by Opulent Business, Modified on Thu, 2 Nov, 2023 at 1:56 AM by Opulent Business

Adding a new Chart of Account

  1.  Click on "Accounting" in the side Navigation bar. You will be directed to the Chart of Accounts List page.


  2. On the Chart of Accounts List page, locate and click on the "Create an Account" button. This button is illustrated in the image below. 


  3. A pop-up form will appear. Fill in the respective account details such as account name, id, head etc in the form.


    NOTE: you can create a sub account, by simply check marking the sub account check box as illustrated in the image. Its mandatory to choose a parent account for the sub account.


  4. After filling all the required fields and verifying the accuracy of the provided information, save the form. 

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