Even in a newly created "clean" company, the most commonly used analytical accounts are already set up in the chart of accounts; they are used in the preconfigured document types and posting rules. You are of course not required to use these accounts, and you can create your own analytical accounts (two- or three-digit).

Open the chart of accounts by typing its name into the search bar at the top, or go to Settings › Records › Accounting › Chart of Accounts.

Review the existing accounts. When you hover over a row, a pencil icon appears. Use it to open the account detail, where you can correct the account number (analytical account) or correct or add the account name. Use the New button in the top right to create a new account. The application checks for duplicate accounts.

You can also use Excel import to expand the chart of accounts: click the three dots (More functions) below the list and select Import from Excel. The import creates an analytical account, but without a direct link to the standard chart of accounts (Settings › Records › Accounting › Standard Chart of Accounts). You therefore need to open the imported accounts using the pencil icon and fill in the link to the synthetic account.

For organizations with the type Self-employed – tax records, accounts are replaced by posting rules. You can find the list in Settings › Records › Accounting › Posting Rules, divided by module (issued and received invoices, other receivables and liabilities, bank, cash register, receipts and issue slips, internal documents). Of course, you can add new ones that you use. The procedure is described in the article on posting rules.