Chart of Account is a list of accounts used by an organization to define each class of items for which money or its equivalent is spent or received. previously our system had been providing COA for you, but now you can add a new COA. In the following steps below there are two ways to create or add new COA.
Table of Content :
Go to the Accounting link then Sign in
Sign in with your DealPOS link and user login that is given access:
I. Add Chart of Account by UI
Step 1. Go to COA and sub Accounts then click Add
Step 2. Fill Chart Of Accounts form then click Save
Notes: Name, Code, and Category are mandatory to fill
Step 3. COA Successfully Created
II. Add Chart of Account by Import
Step 1. Go to COA and Accounts then click Import
Step 2. Download Sample
For the first, you need to open that download a sample file to follow template columns CSV are required to upload
Step 3. Input the COA that you have in the filter and then save
Step 4. Choose File and click Upload Button
Step 5. COA Uploaded
Table Properties :
Role Name | Description |
Name | Name of COA |
Code | Code of COA |
Category | COA Category (Asset, Liability, Equity, Revenue, Expense |
Note | Note or description about COA |
Access Control | Access Control to your outlet access |
Access Type | Set your COA access type, it can be private or public |
You might also like to read this article :
Check out this article to learn how to set up CoA access control : COA Access Control
For general features about our accounting apps, you can check the following article : Accounting Introduction
Because dealpos accounting has been discontinued (not for sale at this time), we recommend integrating it into the jurnal.id if you need accounting records, you can check the details in this article : Getting Started for Jurnal.id Integration
