Configure your chart of accounts here in order to integrate with your General Ledger. Accounts created here will be available in various dropdowns throughout the application, depending on their Type.
Accounts include the following types, and allow entry of GL numbers and Account Names. If you don’t fill this out, the defaults will be used:
Receivables: It is required to have at least one Account Receivable (AR). However, you're able to add more than one.
- All sales/payments will be logged against the Account Receivables created
- All ARs must be set at the funder level
Create an Account
- To see configured Accounts, go to Accounting>Accounting Settings>Accounts
- Click +New Account
- In the resulting dialogue, enter a Nameand select a Type. Optionally, you can also enter a GL Number. For consistency in the GL, only the name will be editable once the account is saved.
- Click Save.
Edit an Account
Click Edit for the account.
Disable an Account
Click Disable for the account.