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1.0 Chart of
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Account
Last modified: 20 October 2024
Please click the ‘"+’ " button to Create a new Chart of AccountAccounts.
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Please fill up the compulsory ( * ) information for creating the Chart of Account. After filled filling up all Compulsory ( * ) information, Please please click ‘Save’ "Save" to add a new Chart of Account.
Compulsory information:
COA Name
COA Code - Cannot be modified after creation
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1.2. After adding the Chart of Account, it will be listed in on the main page. Please click on the Chart of Account Accounts to edit it.
You can edit the Details, Templates, Segments, Dimensions, Profit Center, and Project of the chart of accountaccounts.1.2.1. In
Details
In the details tab, the following information can be edited:
COA Name
Description
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Please click the ‘save’ "save" button to update the changes.
You can click the ‘delete’ "delete" button to remove the chart of account accounts from the chart of account listing.
1.2.2. In the Templates tab, you can select templates to the chart of account.
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Please click the ‘save’ button to update the changes.
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Segments
In the segments tab, you can add segments to the chart of accountaccounts.
Please click the
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"+
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" button to add a segment to the chart of the account.
The following fields are compulsory:
Segment code
Segment Name
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Please click the ‘save’ "save" button to add the Segment to the chart of accountaccounts..
After adding the segment, it will be listed in the segments tab. Please click on the segment to edit it.
Only Segment Name, Description, and status can be edited. After updating the status, please click
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"save".
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Dimensions
In the dimensions tab, you can add dimensions to the chart of accountaccounts.
Please click the
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"+
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" button to add a dimension to the chart of the account.
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The following fields are compulsory:
Dimension code
Dimension Name
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Please click the ‘save’ "save" button to add the Dimension to the chart of account..
After adding the Dimension, it will be listed in the dimensions tab. Please click on the dimension to edit it.
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Only dimension Name, Description, and status can be edited. After updating the status, please click
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"save".
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Profit Center
In the profit center tab, you can add the profit center to the chart of accountaccounts.
Please click the
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"+
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" button to add a profit center to the chart of
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accounts.
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The following fields are compulsory:
profit center code
profit center Name
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Profit Center Code
Profit Center Name
Please click the ‘save’ "save" button to add the profit center to the chart of accountaccounts..
After adding the profit center, it will be listed in the profit center tab. Please click on the profit center to edit it.
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Only the profit center Name, Description, and status can be edited. After updating the status, please click
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"save".
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Project
In the project tab, you can add the a project to the chart of accountaccounts.
Please click the
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"+
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" button to add a project to the chart of
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accounts.
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The following fields are compulsory:
Project
codeCode
Project Name
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Project Description
Please click the ‘save’ "save" button to add the project to the chart of account.accounts.
Please click the "save" button to add the project to the chart of accounts.
After adding the project, it will be listed in the project tab. Please click on the project to edit it.
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Only project Name, Description, and status can be edited. After updating the status, please click
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"save".
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