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:

Was this article helpful?

Have more questions?

Contact us at