Customize the Chart of Accounts Structure

The Chart of Accounts Setup tool allows you to structure your financial records by defining account types and detail levels. The process involves three main phases:

• Assessment: Locate the tool under Settings > Other to review your current account structure and expansion needs.

• Expansion: Use the Customize feature to add new Account Types and define their specific numerical ranges (e.g., assigning a block of numbers for Assets or Expenses).

• Refinement: Use the Actions menu to add Detail Types for more granular tracking.

Once the structure is updated and reviewed, finalize the process by clicking Finish to ensure your ledger is organized according to your business needs.

To customize your Chart of Accounts:

1. Go to Settings > Other.

2. Under Core Accounting, select Chart of Accounts Setup.

3. Check the number of accounts you have and its current structure. You can click the arrows next to Account Type to view the accounts in the chart.

4. Click Change my Chart of Accounts to customize the structure.

1. Click + Add Account Type to add an account type. Then, select an account type and enter a Range Start and a Range End.

2. Click the + button under Actions to add a Detail Type in the account you want.

3. Select Next when you finish.

4. Review your Chart of Accounts. Then, select Finish to finalize the process.

See Also

Understand more about team settings by reading:

• Manage the Chart of Accounts: Set up your Chart of Accounts so you can keep your company’s financial information organized and easy to understand.

• Set the Accounting Start Date: The Accounting start date defines the point in time when your financial data begins inside CrewCost.