You can customise your Chart of Accounts, to add, edit and deactivate your nominal codes.

To access the Chart of Accounts, click the Accounting tab, then click Chart of Accounts.

You can view all the accounts in the All classes tab. Alternatively, click the different tabs for each category to narrow down the view.

You can add new ledgers individually. You can either select Add Account or Add bank account.

Make sure you select the bank account type to avail of the bank features within the product.

If you need to add several accounts, you can import them all at once via a .csv file. You can also use an import template to amend existing accounts.

You can click the name for any account to amend its name, code, class or tax code.

Rather than editing accounts individually, you can select multiple accounts and use the Change class button to reclassify them all at once.

If you don't need an account but wish to retain it for later use, you can deactivate it.

If you don't need an account, you can delete it if it has no entries in it.

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To export your Chart of Accounts, click Export. This downloads the Chart of Accounts as an Excel spreadsheet.