Chart Of Account

Customer Support DEALPOS
[Updated]

Chart of Account is list of account 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  provides  COA for you, but now you can add new COA . Please follow this instructions bellow to add new COA.

I. Using User Interface

Step 1, Go to accounting menu -  Go to COA menu -   Pick sub-menu Accounts and click add button at top right corner of page -  Fill in COA For - Save

mceclip0.png

II. Using Import

Go to accounting menu from -  Go to COA menu - Pick sub-menu Accounts and click import button at top right corner of page -  Choose your file in .csv format, or you can download sample and create new file following a sample format. -   after you choose the file, you can upload and your new COA instantly have been created

 

mceclip0.png

III. Information Table

 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 Type  Set your COA access type, it can be private or public 

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this Section

Comments

0 comments