You can obtain an overview of all active accounts via Settings > Finance > Account master > Chart of accounts.
Manual creation of G/L accounts
You can create individual G/L accounts manually - ideal for adding to charts of accounts.
Proceed as follows:
Call up the chart of accounts (Settings > Finance).
Search for a similar account in the chart of accounts, select it and click on Add.
The values of the existing account are adopted.
Only adjust the deviating details.
With this method, the assignments to labour and financial reports and to VAT are adopted.
If several accounts need to be created, the CSV import is available.
Remember to assign imported accounts to the reports.For larger companies with group functions, account changes can be imported centrally by the parent company.
Tags:
#G/L account #accounting #master data #chart of accounts #group