Creating the Chart of Accounts
The Chart of Accounts are used on the Warehouse, Equipment, and Work Order objects to create ledger transactions that can be exported for use in third party accounting solutions.
|Add all accounts in the Chart of Accounts object.|
To add a new record in Chart of Accounts, click New.
Make the following entries in Details:
Field Name Description / Action
Name for the account
Human readable description
G/L account type Carries this balance
For sub-ledger accounting
Save the record, and repeat as necessary for additional accounts.