How to create a new cor. account in the chart of accounts?

FAQ / How to create a new cor. account in the chart of accounts?

General ledger → Chart of Accounts

Fill in the fields:

  1. "Code" – enter a new code for the corresponding account.
  2. "Name" – enter the name for the corresponding account.
  3. "Dependency" – summary corresponding account. Click the "pencil" icon and select a code from the chart of accounts.
  • Is reserve – check the box if quantity-based tracking of materials/inventory is conducted in this account. If only summary inventory tracking is used, leave the box unchecked.
  • Calc. currency fluctuations – check the box if the account is used for transactions in currencies other than Euros.
  • Advance reports – check the box if advance reporting is conducted in this account.
  1. After registering the corresponding account, click "Save".
Example: Creating a new corresponding account for a bank: