Complete you chart of accounts to manage you Bank and Client pre-accounting.
Chart of account page
In the blue navigation page, click on ⚙️ to access the Chart of Accounts
In this page you'll find the list of you Accounts and Third parties
Create your accounting accounts
💡 Good to know: once imported, you will not be able to change the chart of account of your own. Be sure that the data you import is correct! You can always contact the chat if you need an update.
An accounting account must have
a type
BankVAT: you can complete the VAT account with a VAT RateExpenseSupplierProductClientOther
a number
a label
To import your accounting accounts
Click on Import file > Import accounting accounts
Download and complete the template.
Import the complete template in this page.
The list of all the accounts will be displayed here.
Click on Complete to set your VAT rates
Create your third party accounts
A third party account must have:
An Accounting Account Number: if the corresponding Accounting Account Number hasn't been created before, the third party won't be created
A Third Party Code
A Third Party Name
To import your third party accounts
Click on Import file > Import accounting accounts
Download and complete the template.
Import the complete template in this page
