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Accounts and the chart of accounts

View your chart of accounts as a tree of groups and accounts, and create, edit or delete accounts and account groups with their number, type, currency and default tax.

The Accounts screen holds your chart of accounts (Kontenplan) — the master list of every account your bookings post to, organised into a tree of account groups.

Open the chart of accounts

Go to Finance → Accounts. The accounts and groups appear as an expandable tree: click a group to reveal its sub-groups and accounts. You can download the whole chart as a PDF.

The Accounts screen showing the chart of accounts as an expandable tree of groups and accounts.
The Accounts screen showing the chart of accounts as an expandable tree of groups and accounts.

Create an account or a group

  1. On the Accounts screen, choose to add an account or an account group (a group can sit under a parent group).
  2. Enter the account Number and Name.
  3. For an account, set the Parent group (an account must belong to a group), the Type, the Currency, and optionally a Default tax used when this account is booked.
  4. Save.

Edit or delete

Open a group or account from the tree to edit its details. Account numbers must be unique, and a group can't be its own parent.

Related: Finance. See also The accounting journal for the bookings that use these accounts and Tax codes and rates for assigning a default tax.

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