accountchart

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accountchart [2026/04/27 08:31] – chillhubadminaccountchart [2026/07/10 09:05] (current) – chillhubadmin
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   - Navigate the Accounts Chart page by selecting **Menu** -> **Accounting** -> **Accounts Chart** \\ {{:coa:coa_2.jpg?200|}} \\ {{::coa:coa_1.jpg?600|}}   - Navigate the Accounts Chart page by selecting **Menu** -> **Accounting** -> **Accounts Chart** \\ {{:coa:coa_2.jpg?200|}} \\ {{::coa:coa_1.jpg?600|}}
   - The following options are located on the toolbar   - The following options are located on the toolbar
-    * {{mdi>magnify?24}} **Search**: Allows you to search for specific data +    * {{mdi>magnify}} **Search**: Allows you to search for specific data 
-    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data +    * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data 
-    * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. +    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
-    * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.+    * {{mdi>plus}} **New**: Creates a new entry or record in the system.
   - More options:   - More options:
-    * {{mdi>unfold-more-horizontal?24}} **Expand all**: Expand all account root types +    * {{mdi>unfold-more-horizontal}} **Expand all**: Expand all account root types 
-    * {{mdi>unfold-less-horizontal?24}} **Collapse all**: Collapse all account root types +    * {{mdi>unfold-less-horizontal}} **Collapse all**: Collapse all account root types 
-    * {{mdi>calendar-range?24}} **Configure Financial Period**: Set up financial periods and define opening balances for each account. +    * {{mdi>calendar-range}} **Configure Financial Period**: Set up financial periods and define opening balances for each account. 
-    * {{mdi>gavel?24}} **Configure Rules**:  Specify default accounts for particular transactions and industries.+    * {{mdi>gavel}} **Configure Rules**:  Specify default accounts for particular transactions and industries.
   - Data Table: //(Note that some of these columns may be hidden in the row details)//   - Data Table: //(Note that some of these columns may be hidden in the row details)//
-    * {{mdi>chevron-up?24}}: Expand row to view more details/child accounts. +    * {{mdi>chevron-up}}: Expand row to view more details/child accounts. 
-    * {{mdi>chevron-down?24}}: Collapse row to hide details/child accounts. +    * {{mdi>chevron-down}}: Collapse row to hide details/child accounts. 
-    * {{mdi>pencil?24}}: Edit account details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Edit account details (Mobile View: expand row to access) 
-    * {{mdi>delete?24}}: Delete an account (Mobile View: expand row to access) +    * {{mdi>delete}}: Delete an account (Mobile View: expand row to access) 
-    * {{mdi>plus?24}}: Add a child account (Mobile View: expand row to access)+    * {{mdi>plus}}: Add a child account (Mobile View: expand row to access)
     * **Account**: Name of account     * **Account**: Name of account
     * **Code**: Unique account code.     * **Code**: Unique account code.
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 === Configuring Financial Period === === Configuring Financial Period ===
   - Navigate to Accounts Chart page   - Navigate to Accounts Chart page
-  - Click {{mdi>calendar-range?24}} **Configure Financial Period** button at the top right.+  - Click {{mdi>calendar-range}} **Configure Financial Period** button at the top right.
   - Managing Financial Periods:   - Managing Financial Periods:
-    * To create new financial period, click {{mdi>plus?24}} **New** button at the top right. +    * To create new financial period, click {{mdi>plus}} **New** button at the top right. 
-    * To edit existing financial period, click {{mdi>pencil?24}} button in the corresponding data table row. +    * To edit existing financial period, click {{mdi>pencil}} button in the corresponding data table row. 
-    * To delete existing financial period, click {{mdi>delete?24}} button in the corresponding data table row.+    * To delete existing financial period, click {{mdi>delete}} button in the corresponding data table row.
 == Financial Period Form ==  == Financial Period Form == 
 Define a financial period by specifying its name, start and end dates, and setting up opening balances for relevant accounts.\\ {{:coa:coa_4.jpg?400| }} Define a financial period by specifying its name, start and end dates, and setting up opening balances for relevant accounts.\\ {{:coa:coa_4.jpg?400| }}
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 === Manage Account Rules === === Manage Account Rules ===
   - Navigate to Accounts Chart page   - Navigate to Accounts Chart page
-  - Click {{mdi>gavel?24}} **Configure Rules** button at the top right.+  - Click {{mdi>gavel}} **Configure Rules** button at the top right.
   - Managing Account Rules:   - Managing Account Rules:
-    * To create new account rules, click {{mdi>plus?24}} **New** button at the top right. +    * To create new account rules, click {{mdi>plus}} **New** button at the top right. 
-    * To edit existing account rules, click {{mdi>pencil?24}} button in the corresponding data table row. +    * To edit existing account rules, click {{mdi>pencil}} button in the corresponding data table row. 
-    * To delete existing account rules, click {{mdi>delete?24}} button in the corresponding data table row.+    * To delete existing account rules, click {{mdi>delete}} button in the corresponding data table row.
 == Account Rules Form ==  == Account Rules Form == 
 Define account rules to specify default accounts for particular transactions and industries. \\ {{:coa:coa_5.jpg?400| }} Define account rules to specify default accounts for particular transactions and industries. \\ {{:coa:coa_5.jpg?400| }}
  • accountchart.txt
  • Last modified: 2026/07/10 09:05
  • by chillhubadmin