The Chart of Accounts (COA) Table is a foundational part of your accounting setup. It holds all the accounts you'll use to categorize your business transactions, including assets, liabilities, income, and expenses. Follow these steps to create your COA Table within the system:
Step-by-Step Guide
Navigate to the Data Table Section
In the sidebar, find and click on the Data Table section.Add a New Table
Once you're in the Data Table section, click the ➕ icon to add a new table.Select your Table Type
A modal will appear. Choose the Chart of Accounts Table from the dropdown menu as the type you want to create.Create the Table
After selecting the Chart of Accounts Table, click the Create Table button. The system automatically generates the table and adds it to your top navigation bar for quick access.If No Tables are available
If you have already created all the available tables, the dropdown will display the message "No available tables".Start using your COA Table
After creating the table, you can begin populating it with your account categories (e.g., Cash, Sales Revenue, Accounts Payable, etc.).
Understanding the Columns in your Chart of Accounts Table
The COA table includes the following columns to help you organize and track your accounts:
Code | Custom or system-generated account code |
Name | Name of the account |
Type | Main category: Asset, Liability, Equity, Revenue, Expense |
Subtype | Subcategory for better classification |
Description | A brief note on the account’s purpose |
Opening Balance | The initial amount entered during setup |
Opening Date | Date the opening balance was recorded |
Balance | The current balance in the account |
Ledgers | Button to view ledger entries tied to the account |
Customize Table View
To control how many rows (accounts) appear on your table at a time:
Scroll to the bottom of the table.
Use the pagination control to view 10, 20, 30, or more rows per page.