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7.Chart of Accounts

Review, adjust, and expand your accounts in one place. Use the AI toolbar when you need new codes fast.

Watch the walkthrough​

Prefer the link? Open on YouTube.

Chart of accounts hero

1. What this page is for​

  • Central place to see every account, its code, statement type, and category.
  • Quick search and filters help you find the right account before posting entries; balances aren’t shown here (use Accounts Transactions).

2. List view and filters​

  • Search by code or name; filter by Balance Sheet or P&L categories (assets, liabilities, income, expenses).
  • Columns show code, name, statement type, and category.

3. Edit an account​

  • Use the edit action to change name, statement type, category, or parent.
  • Adjust the code if needed (keeping gap numbering), and mark tags like “mandatory” or “internal only.”
  • Changes reflect immediately in journal entry suggestions.
Edit account modal

4. Add or remove accounts​

  • “Add Account” opens a form for code, name, statement type, and parent.
  • Removal is allowed only when the account has no blocking entries; reconcile or move balances first.
  • New accounts follow the gap rules; AI may suggest the next available code.

5. AI recommendations​

  • Open the AI Suggestions toolbar, describe the business need, and get a proposed code/name/rationale.
  • Approve to auto-create the account, then continue processing entries with the new code.
AI suggestions for accounts

6. Next steps​