FinServ Help, Support & Guides

Chart of Account are list of account available in the General Ledger (GL).

It’s made up of the account type, account number and description, debit and credit balance.

To see all the GL account available, go to Financials menu, then select Chart of Account sub menu.

To add a new GL account detail

Use the form on top of the chart of account page

1. Select the account type such as asset, liability, expenses, etc
2. Select the sub type (application for only Asset category)
3. Enter the account name
4. The GL account is system generated.
5. You now click on ‘Submit’ button the add the GL account.

To edit existing GL account

1. Click on EDIT  ACCOUNT link on the chart of account
2. This will go to edit mode
3. Make necessary changes required
4. Click on ‘Submit’ button to commit the changes.