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Displaying Related Accounts

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When reviewing accounts or analyzing balances, you may need to identify the related accounts associated with a specific account to track account movements more accurately and understand the impact of sub-accounts during reviews or when preparing financial reports.

Displaying Related Accounts

  • Go to the “Accounting” module.
  • Open the “Chart of Accounts” page.
  • Click on “+” until you reach the required account or search for it using this icon “🔎”.
  • Click on the account.
  • Click on “Related Accounts”.

A window will appear, displaying all related accounts associated with the selected account.

Displaying Related Accounts — A window will appear, displaying all related accounts associated with the selected account.

Displaying Related Accounts in Bulk

  • Go to the “Accounting” module.
  • Open the “General ledger” page.
  • Go to “Custom view”.
  • Enable the “Related accounts names” option.
  • Click on “Generate”.
Displaying Related Accounts in Bulk — Click on “Generate”.

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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