Chart of Accounts Accounting

Create and manage the business's chart of accounts, viewable as an expandable tree or a filterable table.

This screen lists every accounting account defined for the business. A toggle switches between Tree View (a searchable, expand/collapse hierarchy of parent and child accounts) and Tabular View, which can be filtered by Account Type and Status (Active/Inactive).

Key actions

• Add opens a modal to create an account: name, primary type, account sub type, detail type, optional parent account, and an opening balance field that appears only for sub types configured to show a balance.
• Each account row offers a ledger link that opens the account's transaction ledger, and an activate/deactivate toggle.
• When the business has no accounts yet, a Create Default Accounts action seeds a standard set of roughly 87 common accounts (Accounts Payable, Sales, Inventory, Payroll Expenses, and so on).

All chart-of-accounts actions require the accounting.manage_accounts permission in addition to the accounting_module subscription.

Step-by-step Workflow

1. Pick a viewSwitch between Tree View and Tabular View using the toggle buttons above the list.
2. Filter the tableIn Tabular View, narrow the list by Account Type or Status.
3. Add an accountClick Add, choose the primary type, sub type, detail type, and optional parent account, then save.
4. Set an opening balanceIf the chosen sub type tracks balances, enter an opening balance and as-of date in the same form.
5. Open the ledgerClick an account's ledger link to review its transaction history and running balance.
6. Activate or deactivateUse the activate/deactivate action on a row to control whether the account is available for use.