Chart of Accounts

Chart of Accounts Template - Introduction

The Chart of Accounts Template screen gives you the ability to predefine multiple chart of accounts templates. This feature allows a company to easily adopt a suitable template during the creation of a new company profile. Consequently, the selected template will automatically generate the chart of accounts.

COA Template Listing Screen

Ribbon Select Chart of Accounts - COA Templates

  • The COA Templates Listing screen will be displayed.

Action Buttons

Processing

From this screen, you can:

  • Save Add, Edit and Delete Account COA Templates.

Format

  • Save Layout - Saves any changes made to the data grid, such as changing column width.
  • Workspaces - Saves layout preferences.

Current

  • Refresh - Click this to refresh the COA Template listing.

Related Topics