Chart of Accounts Buttons

Click the button for more information about its form or process.

Chart of Accounts Wizard: Use this button to quickly set up your accounts.

Display Account Balances: Use this button to open the Activities>Display Balances>Account Balances form where you can view the beginning balance, current activity, and ending balances for accounts.

Manage Attachments: Use this button to attach, view, or delete a document. The button changes to when attachments already exist.

Assign Report Groups: Use this button to open the Reports>Assign Report Groups form were you can create Report Groups that summarize account balances on the reports or assign multiple account codes to a designation code/group code.