Chart of Accounts
Your accounts
CSV uses a header row: resourceId, accountCode, accountName, accountCategory, currency. resourceId is optional; include it when re-importing to update existing cloud rows.
| Code | Name | Account type | Currency | Actions |
|---|
No accounts yet. Fill in the form and click “Create new account”.
Expense Recognition
This workspace will list cloud records when this workflow is connected to your ledger.
Payroll Entry
This workspace will list cloud records when this workflow is connected to your ledger.
General Journal
Set the journal date and transaction type, then add chart-of-account lines with debits and credits.
Click a row to edit account code, name, debit, and credit.
| Account code | Account name | Debit | Credit |
|---|
No chart of account lines yet. Use “Add chart of account line”.
Budget
This workspace will list cloud records when this workflow is connected to your ledger.
Account History
This workspace will list cloud records when this workflow is connected to your ledger.
Journal Activity Log
This workspace will list cloud records when this workflow is connected to your ledger.