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The listing page will have the option to Add a new account from the top right corner and the subheads.

There will be an option to export chart of accounts.

You can also switch between different heads like Assets, Liabilities, Equity, Revenue and Expense.

You can also search chart of accounts by name from the listing page.

You can also view the sub-heads and the items present inside them.

The listing page include: Account id, Account name, Description, View account (which will redirect you to the Account transactions page having all the details of the account), Action items.

Action item on the chart of accounts listing page includes 'Edit'.

You can export the account from Akounto. To export account, access the sidebar menu. Select Accounting>Chart of accounts>Export.

All the transactions available in database will be downloaded in a particular format in a particular order.

To delete a chart of account, access the sidebar menu. Select Accounting>Chart of accounts>select relevant account>actions items>Delete

An alert message will appear with Yes & No buttons. Click "Yes", and a success message will appear ‘Selected account deleted successfully’.

The account to which transactions are associated cannot be deleted.

To make changes in account, access the sidebar menu. Select Accounting>Chart of accounts>select the relevant account>Action items> Edit

Account name, account id and description can be updated by you only.

Once all the changes are done, click save and a success message will appear, ‘Account updated successfully’.

Account can be added by accessing the sidebar menu. Select Accounting>Chart of accounts>Add new account in the sub-heads present on the listing page.

Account can also be added from the 'Add new account' button on the top right corner of the listing page.

Click on "Add new account" from the Sub-head. A popup will appear. Fill in all the relevant details including: Account type (Pre populated) (Mandatory), Account name (Mandatory), Tax, Account currency, Account id, Description

If you click on "Add new account" from the top right corner. A popup will appear. Fill in all the relevant details including: Account type (Select account type) (Mandatory), Account name (Mandatory), Tax, Account currency, Account id, Description

After filling all the details, you can perform two actions: either save the account or cancel it.

By clicking on "Cancel", you will be redirected to the chart of account listing screen.

By clicking on "Save", user will get a message "Account added".