If you’d like to use the accounting features in Chillhub, refer to the following guide for step-by-step instructions on configuring the chart of accounts, account rules, and financial periods.

1. Log in to Chillhub App.
2. Navigate the Invoice page by selecting Menu → Accounting → Accounts Chart
   
   
3. The following options are located on the toolbar
   • Search: Allows you to search for specific data
   • Refresh: Updates the current view by reloading the data
   • Export to Excel: Enables exporting the current view data to an Excel file.
   • New: Creates a new entry or record in the system.
4. More options:
   • Expand all: Expand all account root types
   • Collapse all: Collapse all account root types
   • Configure Financial Period: Set up financial periods and define opening balances for each account.
   • Configure Rules: Specify default accounts for particular transactions and industries.
5. Data Table: (Note that some of these columns may be hidden in the row details)
   • : Expand row to view more details/child accounts.
   • : Collapse row to hide details/child accounts.
   • : Edit account details (Mobile View: expand row to access)
   • : Delete an account (Mobile View: expand row to access)
   • : Add a child account (Mobile View: expand row to access)
   • Account: Name of account
   • Code: Unique account code.
   • Description: Description of the account.
   • Root Type: Classification of the account as Assets, Liability, Equity, Revenue, or Expenses.

• Account: Name of account
• Code: Unique account code.
• Root Type: Classification of the account as Assets, Liability, Equity, Revenue, or Expenses.
• Parent Account: The higher-level account under which this account is group (if applicable).
• Description: Description of the account.
• Is Group: Indicates whether the account is a group account.
• Asset Type: Current Asset/Non-Current Asset (only applicable when root type is Asset)
• Liability Type: Current Liability/Non-Current Liability (only applicable when root type is Liability)