Chart of Accounts

Adding “Chart Of Account” in FA Menu

Click on the “FA Menu“, then “COA“, then click on “Chart Of Account“. Chart of Account page will be displayed.

Click on “Add” button in Chart of Account page.

Enter account name in “Account Name” field input box. Click on “Account Type” drop down then account type list will be shown. Select your desired account type. Then click on “Save” button and your information will be saved. Confirmation message will be displayed on top of the page.


Update/Edit “Chart Of Account ” in FA Menu

Click on the “FA Menu“, then “COA“, then click on “Chart Of Account“. chart of Account page will be displayed.

If  you need to perform any update in chart of account information. First of all select chart of account then  click on “Update” button.

The detail of specific chart of account will be shown.

Make your desired changes in “Update Data“. After making all the changes click on “Save” button and your information will be saved. Confirmation message will be displayed on top of the page.


Delete “Chart Of Account ” in FA Menu

Click on the “FA Menu“, then “COA“, then click on “Chart Of Account“. chart of Account page will be displayed.

If you want to delete any record. First of all select chart of account then click on “Delete” Button.

When you will click on “Delete” button then confirmation pop-up will appear. If you need to delete record then you may click on “Delete” button and record will be deleted.

After deletion of record a confirmation message will be displayed on top of the page.

 

 

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