Accounts

In this section, you can edit the information of an accounting category and define that way your charts of accounts.

To navigate between accounting categories, click on the list on the left.

To edit the information of an accounting category, click on the Edit button

You can filter the displayed categories by chart of accounts section (income, expenses, assets, liabilities, capital, accounts payable, accounts receivable) using the dropdown menu at the top of the list

Settings

Name	Accounting category name
Accounting ID	Accounting category number. This number is assigned when an account is created and cannot be changed.
Financial Statements	Financial Statements section of your charts of accounts the category belongs to: Income Expenses Assets Liabilities Capital Accounts Payable Accounts Receivable The section of the charts of accounts you specify will be used to establish the Financial Statements
Fund type	If you have activated the accounting per find in the Administration / General Settings section, you will have to define to which fund your account is attached (Operational - insurance - Contingency - Maintenance).

Additional Information

General Settings