Set Up - Chart of Accounts

Chart of Accounts? What's that?: This is a list of accounts used by your organization to characterize each item for which money is being spent or received. It's a way to organize the finances into expenses, assets, and liability to have an understanding of your organization's financial health.



1. Click Chart of Accounts under the Manage tab:


2. Click Create Account Code:


3. In the pop-up, enter all of required information (highlighted in yellow):setupCOA3


4. Click on Apply Departments drop down:


5. Select the Departments that you would like to apply to the account code. Click Apply Departments: setupCOA5


6. Once everything is set up, click on Save Account Code:setupCOA6


7. Hooray! You've added an account code:


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