SmartPro
Financial System

Chart of Accounts Screen

1 min read#81

User Instructions:

  1. Chart of Accounts: - This section displays the accounting accounts in a tree structure on the right side of the screen. - You can browse different accounts by clicking the drop-down arrows to expand or collapse branches. - Use the search option to quickly find a specific account.
  1. Add a New Account: - Click the "Add Account" button to add a new account. - Specify whether the new account will be main or sub. - Enter the required details such as the account number, name in Arabic and English, and others. - Choose the associated parent account if the new account is a subaccount.
  1. Edit and Delete Accounts: - Right-click the account you want to edit or delete. - Choose "Edit" to modify the account details. - Choose "Delete" if you want to delete the account.
  1. Other Options: - You can use the "View Chart" button to open a new window showing all accounts in a separate screen. - Use the "Save" button to save the changes you made. - Use the "Close Chart" button to close the chart screen after finishing.
  1. Set Properties: - Set the appropriate properties for each account, such as account type, currency, level, income statement, and balance sheet type.
  1. Additional Notes: - Please ensure the information is entered accurately before saving changes. - Please use the "Help" option if you have any questions or issues.

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