What This Screen Does
This is where you set up your chart of accounts — the account numbers that tell your accounting system where to record different types of transactions. Think of it like labelling folders in a filing cabinet: each folder (account number) holds a specific kind of financial record, such as sales, bank payments, or fees. Once configured, every transaction in the system is automatically sorted into the right account.
How to Get There
Open the dashboard.
In the left-hand menu, click Bookkeeping (or Chart of accounts).
You are now on the Bookkeeping Settings screen.
Step-by-Step Guide
1. Review the Current Account Numbers
When the page loads, it pulls your existing accounting settings from the server and fills in all the fields automatically. If this is your first time here, you will see default values.
Take a moment to read through each field and compare the numbers with your actual accounting system (for example, your ERP or bookkeeping software).
2. Enter Your Account Numbers
Each field represents a different type of financial transaction. Enter the account number from your accounting system that matches each category.
Field | Required | What to Enter |
Account number for sales w/ VAT | No | The account where sales that include VAT (Value Added Tax) are recorded. Default is |
Account number for sales w/o VAT | No | The account where sales that do not include VAT are recorded. Default is |
Account number for fees | No | The account where transaction fees (such as payment processing fees) are recorded. Default is |
Account number for bank | No | The account that represents your bank. Default is |
Account number for credit card payment | No | The account where credit card payments from your payment provider are recorded. Default is |
Account number for cash payment | No | The account where cash payments are recorded. Default is |
Account number for check payment | No | The account where check (cheque) payments are recorded. Default is |
Account number for MobilePay payment | No | The account where MobilePay transactions are recorded. Default is |
All fields accept numbers only.
Values must be zero or greater (no negative numbers).
If you leave a field empty, the system will accept it, but transactions of that type may not be mapped correctly in your accounting exports.
3. Save Changes
Click the Save Changes button at the bottom-right of the form.
The system will:
Validate all your inputs (checking that each value is either empty or a number ≥ 0).
Send the updated account numbers to the server.
Keep you on the same page so you can continue editing if needed.
You will see a green “Update success!” notification at the bottom of the screen.
What Happens Behind the Scenes
You click "Save Changes"
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Form validates all fields (each must be empty or a number ≥ 0)
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API call: AccountingSettingsService.update({ id: chainId, body: formData })
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Server saves the new account numbers for your chain
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Success notification "Update success!" appears
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You stay on the same page with the updated values
Troubleshooting
“I changed a number but the field went back to the old value”
The form resets whenever new settings are loaded from the server. If the page re-fetched data while you were editing, your changes may have been overwritten.
Make your changes and click Save Changes promptly.
If the problem keeps happening, refresh the page, wait for it to fully load, and then make your edits.
“The Save Changes button is not doing anything”
Check that every field contains either a valid number (0 or greater) or is completely empty. Entering letters or negative numbers will prevent the form from submitting.
Look for small red error messages underneath the fields — they tell you exactly which field has a problem.
“I see an error after clicking Save Changes”
A red error notification means the server could not process your request.
Common causes: a network timeout, the server being temporarily unavailable, or your session having expired.
Try refreshing the page, logging in again, and re-entering your changes. If the error persists, contact your system administrator.
“All the fields are empty when I open the page”
The page loads your existing settings from the server when it opens. If the fields are empty, the settings may not have been configured yet for your location.
Enter the correct account numbers from your accounting system and click Save Changes to set them up for the first time.
If you expected to see previously saved numbers, check your internet connection and try refreshing the page.
“I do not know which account numbers to use”
The account numbers correspond to accounts in your external bookkeeping or ERP system (such as e-conomic, Dinero, or Billy).
Ask your accountant or bookkeeper for the correct account numbers for each category.
If you are just testing, you can leave the default values in place and update them later.
“I entered a decimal number and it was rejected”
Account numbers should be whole numbers (integers). Do not use decimals, commas, or periods.
For example, enter
1000, not10.00or1,000.
“My changes are not showing up in my accounting software”
This screen only sets the account numbers used when the system generates bookkeeping entries. It does not sync automatically with external software.
Make sure the numbers here match the accounts in your external system exactly.
Check your accounting export or integration settings separately to ensure data is being sent to the right place.