How do I configure my chart of accounts?

You can edit, delete, or mark an account as inactive directly from the Chart of Accounts. Here’s how:

• Go to the Accountant module from the left sidebar and navigate to Chart of Accounts.
• Click the account you want to configure.
• Select the action that you want to perform on the account.
  • To edit: Click the Edit icon to make the required changes. In the pop-up that follows, click Save.
  • To delete: Click the More icon next to the Edit icon and select Delete. In the pop-up that follows, click OK to confirm your action.
  • To mark as inactive: Click the More icon next to the Edit icon and select Mark as Inactive.