1.) Navigate to the List Home >> Click the blue plus sign near the “Chart of Accounts” in Accounting section
2.) Complete the New Account Form
- Account Number: Account Number can be entered manually
- Account Name: Name of the Account should be entered here
- Account Type: Type of the account is to be selected from the dropdown. Account Types: Asset, Liabilities, Income and Expense.
- Account Sub Type: The Sub Account Type can be selected from the dropdown.
Special Account Type:
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After filling all of the details click on "Add New Account" to add the Account to the Account catalogue.
after creation it will redirect you to the Account Detail page as shown as below.
after creation it will redirect you to the Account Detail page as shown as below.
To View all the Chart Of Accounts, go to Lists >> Accounting >> Chart of Accounts
The Chart of Accounts list is as shown below.