Chart of accounts

13 articles

• Creating a New AccountAs your business grows and expands, you may need to add new accounts or account groups to organize financial…
• Creating and Editing Treasury, Bank Account, or Visa AccountWhen you need to record and follow up on different financial transactions, you can create a treasury, bank account, or…
• Adding an Alias to an Account"Edara" allows you to add an alias to an account, to be able to save cash documents that contain treasury/bank account…
• Deleting an Account from the Chart of Accounts“Edara” allows you to delete unused accounts as long as there are no transactions associated with them.
• Linking an Account to a Default Cost CenterIf your company has multiple cost centers, you need to link the account to a default cost center to avoid errors.
• Allowing the Use of Different Currencies for a Specific AccountWhen dealing with customers or suppliers outside your country, you may need to use different currencies when creating…
• Linking Accounts Using the Chart of AccountsIf the setting “Prevent manual transactions on GL interface accounts” is enabled, and you need to perform certain…
• Automated Accounting Processing of Bank FeesWhen creating a new bank account, you can define the bank collection fee percentage, select the account used to handle…
• Selecting the Bank Fee PayerWhen customers pay using Visa, you can define who pays the bank collection fees — the customer or the company — to…
• Controlling Editing Bank Fees When Paying a Sales OrderYou can control whether bank fees can be edited when paying Sales Orders, especially if these fees are specified in the…
• Displaying Related AccountsWhen reviewing accounts or analyzing balances, you may need to identify the related accounts associated with a specific…
• Attaching the Tax registration ID for Suppliers and CustomersYou may need to attach official documents, such as a Tax registration ID, to supplier and customer accounts to keep…
• Creating Accounts GroupWhen you need to add a new classification, you can create a new account group within the Chart of Accounts.