How to manage "charts of accounts"

Objectives

• Manage charts of accounts 

Environment

• Money Module 

Additional Information

• The Money Module also allows you to
  • Add accounts 
  • Access list of Clients Account 
  • Access list of Suppliers Account 
  • Access list of Partners Account 

Procedure

In App4Legal, there is charts of accounts where you can centralize all the Accounts in the system. Accounts are put in the form of a grid along with the balance available.

You can access the  charts of accounts from the money module by simply clicking on the accountant → Chart of Accounts or from the reports.

Via the Tools button on the top right the you can Add an Account, access the list of clients accounts, access the list of Suppliers Accounts or access the list of Partners accounts.

When adding new account, you have some mandatory fields such as the account name, the account type and the currency.

The account can be of type asset, expense, Liability, equity or income.