accountchart

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accountchart [2026/07/10 09:05] – chillhubadminaccountchart [2026/09/28 09:36] (current) – chillhubadmin
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 === Manage Chart of Accounts === === Manage Chart of Accounts ===
   - Log in to [[https://app.chillhub.com.my|Chillhub App]].   - Log in to [[https://app.chillhub.com.my|Chillhub App]].
-  - 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** \\ {{gallery>:coa:coa_2.jpg?200x0&crop=off&0}} \\ {{gallery>::coa:coa_1.jpg?600x0&crop=off&0}}
   - The following options are located on the toolbar   - The following options are located on the toolbar
     * {{mdi>magnify}} **Search**: Allows you to search for specific data     * {{mdi>magnify}} **Search**: Allows you to search for specific data
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     * **Root Type**: Classification of the account as **Assets, Liability, Equity, Revenue, or Expenses.**     * **Root Type**: Classification of the account as **Assets, Liability, Equity, Revenue, or Expenses.**
 === Account Form === === Account Form ===
-{{:coa:coa_3.jpg?400| }}+{{gallery>:coa:coa_3.jpg?400x0&crop=off&0}}
   * **Account**: Name of account   * **Account**: Name of account
   * **Code**: Unique account code.   * **Code**: Unique account code.
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     * To delete existing financial period, click {{mdi>delete}} 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.\\ {{gallery>:coa:coa_4.jpg?400x0&crop=off&0}}
   * **Financial Period Name**: Name of the financial period.   * **Financial Period Name**: Name of the financial period.
   * **Start Date**: The beginning date of the financial period.   * **Start Date**: The beginning date of the financial period.
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     * To delete existing account rules, click {{mdi>delete}} 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. \\ {{gallery>:coa:coa_5.jpg?400x0&crop=off&0}}
   * **Account Rule**: Name of the account rule.   * **Account Rule**: Name of the account rule.
   * **Industry**:(Optional) Specifies default accounts based on industry type (e.g., a specific Revenue or Inventory Account for a particular industry).   * **Industry**:(Optional) Specifies default accounts based on industry type (e.g., a specific Revenue or Inventory Account for a particular industry).
  • accountchart.1783674300.txt.gz
  • Last modified: 2026/07/10 09:05
  • by chillhubadmin