Editing and adding Chart of Accounts

Navigation: Accounting - List Maintenance - Chart of Accounts
Purpose: To configure and update your Chart of Accounts

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When the Chart of Accounts is first imported to Shiftsuite Accounting, there is setup that needs to be done - typically, adding the bank account information to the Bank entries.  This can be done by right-clicking on the Account you would like to update, and clicking Edit.

On the Edit Account form, you can make changes to the Type, Account Number, Name, make it a subaccount (enabling Subaccount of will make this a Child account to the provided Parent Account), add a Description and also make it a Default Account.

If you are editing a Bank account, make sure you update the Banking Account Details.

If an Account is not needed anymore, make sure it has a zero balance and uncheck the Is Active? box.

To create a new Account, simply click New and input the account information.  Be sure to click Save when complete.