Please contact your Client Relationship Manager if you would like this feature to be switched on for you.
To upload a Chart of Accounts, use the button in the top right corner to attach a CSV file. Alternatively, manual edits can be made; simply make the changes and then select to ‘Save’. If you want to cancel changes made, select ‘Revert changes’
The code and description can be typed and then the dropdown is to allocate to an existing account within the system.
Further actions are available by using the … button on each line. Move the line up and down the list, if required. Move the line left and right within the list, if required (this is changing the level of the line within the hierarchy). Sibling and Child lines can also be manually added. Every line can be individually deleted.
The download files will list all of the data contained within the table, but it will also list any accounts within the system which are unassigned.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.