Setting Up the Chart of Accounts
Even a newly created "clean" company already has the most commonly used analytical accounts set up in Accounting – Chart of Accounts. These accounts are used in the preset document types and in posting rules. You are of course not required to use these accounts; you can create your own analytical accounts (two- or three-digit).
Review the existing accounts. Using the Edit option, you can correct the account number (analytical account) or correct/complete the account name. Using the New option, you can create a new account. The software of course checks for duplicate accounts.
Adding New Account Numbers
To expand your chart of accounts, you can also use an import from Excel, which you can find under the imports icon. During the import, an analytical account is created, but without a direct link to the Standard Chart of Accounts (see Tools – Code Lists – Standard Chart of Accounts). You therefore need to open the imported accounts using the Edit option and fill in the link to the synthetic account.
Remember that the Standard Chart of Accounts is mandatory. You can add only synthetic accounts with the account type Off-balance-sheet or Intra-company.
Posting Rules in Tax Records
For organizations with the type Entrepreneurs – Tax Records, accounts are replaced by posting rules. You can find the list under Tools – Code Lists – Posting Rules. You can of course add new ones that you use.
