Adding a new Chart of Account
- Click on "Accounting" in the side Navigation bar. You will be directed to the Chart of Accounts List page.
- On the Chart of Accounts List page, locate and click on the "Create an Account" button. This button is illustrated in the image below.
- 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. - After filling all the required fields and verifying the accuracy of the provided information, save the form.
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