The Chart of Accounts is a list of accounts used to characterize each item for which money is being spent or received. It's a way to organize finances into expenses, assets, and liabilities to have an understanding of your organization's financial health.
- Select Settings
- Click Manage Chart of Accounts
- Click Create Account Code
- In the pop-up, enter all of the required information
- Click on the Apply Departments dropdown
- Select the appropriate Departments
- Click Apply
- Once everything is set up, click on Save Account Code
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