Account groups and Chart of Accounts

Account groups create the categorizations that the ledgers will be put into.

Ledger accounts build the chart of accounts.

Figure 8.10.1 New Group

Figure 8.10.2 New ledger account

Figure 8.10.3 View chart of accounts

 

CREATING THE CHART OF ACCOUNTS

New GROUP

• You can make a new GROUP by clicking on the on the new button on the toolbar
• On click a window appears as show in Figure 8.10.1
• After entering all the details, click on 'Save Details' button to Save.

New ledger account

• You can make a new ledger account by clicking on the on the New button on the toolbar
• A window appears as show in Figure 8.10.2
• After entering all the details, click on 'Save Details' button to Save.

Viewing ledger accounts

• You can view all the Payments by clicking the 'Payments' option on the leftside menu.
• A grid as shown in Figure 8.10.3 appears showing all the payments that have been made.

Searching a group or a ledger account

• You can also search an item based on Category by selecting the category group you want to search by from the dropdown menu



 

Printing a list of ledger accounts

• View all the accounts by clicking on the Chart of Accounts tab on the rightside menu.
• Click on the print icon,a dropdown menu appears with two options.

Pdf

• This option prints/generates a Pdf document

Xls

• This option prints/generates an Excel/Spreadsheet document