There are two variations of Capium's Chart of Accounts; Client Specific & Master
Client Specific COA - changes made will only apply to a specific client... this includes new, edited or deleted COA codes
Location: Bookkeeping module > Dashboard > Client dashboard > Settings> Chart of Accounts
Master COA - changes made here will apply to all clients... this includes new, edited or deleted COA codes
Location: Bookkeeping module > General Settings > Chart of Accounts
To view the client specific chart of accounts, follow the navigation above, and on clicking '+ Account', you can add a new Chart of Account code.
You can also edit the existing codes in the default COA by clicking on the Action drop-down menu and clicking Edit.
To view the Master specific chart of accounts, follow the navigation above, and on clicking '+ Account', you can add a new Chart of Account code.
Click here to watch a video on how to update the Master Chart of Accounts