Company setup
The list of accounts finance posts to: bank, duty, sales, expenses. Other modules do not invent account codes on the fly.
Where to find it: Left menu → Company / Administration → Chart of Accounts
Step 1
Left menu → Company / Administration → Chart of Accounts. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Review the seeded list. Add a missing account with a code, name, and type. Mark headers as not postable. Save. Do not reuse a code.
Step 3
Search for the new code. Journals and invoices should be able to pick it. Duplicate codes are rejected.
Yes. Chart of Accounts is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No. A chart of accounts is required foundation. You can keep the seeded list and add codes later.
