Account management in the chart of accounts

You may need to modify one of the accounts in the tree, link it to payment methods, or even archive it when you stop using it. In this article, you will learn how to fully manage accounts.

#Modify Account in the Tree

1. Go to Accounting > Chart of Accounts.

2. Search for the account name or code.

3. Click on the three dots in front of the account name.

4. Choose "Edit Account."

5. Edit the data you want (account code, account name, description).

6. Click "Save."

#Link Account to a Payment Method (Previously Added)

1. Go to Settings > Payment Methods.

2. Click on the icon (🖋️).

3. Choose the appropriate account.

4. Click on (✔️).

5. Click "Confirm" to confirm the operation.

   The account is linked to the payment method.

ℹ️ Note: When adding a sub-account linked to a payment method, the link between them is canceled. You can relink them again.

ℹ️ Note: To learn the steps for adding a new payment method, click here.

#Archiving and Restoring Accounts

ℹ️ Note: Archiving an account means changing the account status and hiding it from the chart of accounts, which means it cannot be used for payments and collections.

Steps to Archive an Account in the Chart of Accounts

1. Go to Accounting > Chart of Accounts.

2. Search for the account name or code.

3. Click on the three dots next to the account > Choose Archive Account.

4. Click "Archive Account" to confirm the operation.

The account is immediately moved to archived accounts.

⚠️Note:

• You will not be able to use the account until it is restored.

• Payment methods linked to the account are unlinked and relinked to default accounts.

#Steps to Restore an Archived Account

1. Go to Accounting > Chart of Accounts.

2. Click on Archived Accounts.

3. Click on the arrow in front of the account on the left side of the screen.

4. The account is immediately restored.

5. You can use it and add amounts to it.

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#Frequently Asked Questions

1- Why is the edit option not available for some accounts in the tree?

Level 1 accounts have fixed details and cannot be modified. For example, an asset account (a level 1 account) can be modified in other levels.

2- I made changes to the account details, but nothing changed?

Click the arrow at the top of the browser page to refresh it, or press CTRL + R on the keyboard.

3- Can I archive any account in the accounting tree?

Tree accounts can be archived except for:

• Main accounts.

• Level 1 and 2 accounts.

• Accounts that have a balance. The balance must be zero.

• Accounts with sub-accounts. Archive the sub-account first.

4- Can I view details of an archived account?

Yes, click the 👁 icon to view details. The last 10 operations before archiving are displayed.

5- Can I export a statement of an archived account?

You cannot view or export a statement of an archived account.