To view chart of accounts you need to first get onto the Chart of Accounts page.

There are several ways of reaching Chart of Accounts page.

Step 1.From "Home" by clicking on Chart of Account icon.

Step 2.From left menu by clicking on Accounting then Chart of Account.

Step 3.Once you are on Chart of Account page you will see account number, account name, account category, current balance and action columns where you will see complete Details of "Accounts".

"You can perform actions like view Register, Rename account details or view Report."

1.Search by Account: Users can search for an account by entering the term in this field.

2.Add New Account: Users can add new record of the accounts from this button.

3.Account Name: This column will show account names.

4.Account Category: This column will show account category.

5.Current Balance: This column will show current balance of an account.

Action: This column will show action options which are Register, Rename and Report.

6.Register: This link will show complete transaction register of an account.

7.Rename: This link will rename account number, account name and account category.

Step 4.When you click the add new account button then it will show new account information for user.

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1.Category Type: User click dropdwon and select "Category type" of account in this dropdown.

2.Account Name: User can enter "Account name" in this field.

3.Description: Users will enter description of an account in this field.

4.Balance: User can enter "Balance" of an account in this field.

5.CheckBox: User can select "Check box" then it will select dropdwon.

6.as of: User can select "Date" of an account.

7.Save: User click "Save" button then all create record is saved.

Step 5. User click "Register" button then this link will show complete transaction register of an account.

1.Select Account Name: User select the account name in this search bar.

2.Print Report: Users click the print button then it will show the report.

3.DATE: User will see the date in this column.

4.TXN: User will see the txn number in this column.

5.REF: User will see the ref number in this column.

6.ACCOUNT: User will see the account name in this column.

7.PAYEE/MEMO: User will see the payee and memo in this column.

8.Reconciled: User will see the reconciled false,true options to show in this column.

9.INCREASE: User will see to increase the balance in this column.

10.DECREASE: User will see to decrease the balance in this column.

11.BALANCE: User will see the balance in this column.

12.Edit: User click the edit button then new screen open to show the fund transfer screen.

13.Next Page Button: Move to next page button.

14.Items Per Page: Users can view how many items to show on single page available options are 5,10,20.

Step 6. User click "Rename button" then this link will show rename account number, account name and account category.

1.Category Type: User click dropdown and select "Category type" of an account in this dropdown.

2.Account Number: User can enter "Account number" in this field.

3.Account Name: User can enter "Account name" in this field.

4.Description: Users will enter description of an account in this field.

5.Dropdwon: User click dropdown and select.

6.Save: User click "Save" button then all create record is saved.