In the Accounting module of Sharper the Chart of Accounts shows a list of all GL accounts. Adding new accounts or editing existing ones can be performed here as well.
Viewing and Editing Accounts
The Chart of Accounts can be found by following these steps:
Using the menu on the left select Accounting.
Click Chart of Accounts located on the ribbon at the top.
Here you can search for an account, then click said account to make edits.
To make a new account select Add New located at the top right hand corner. Once selected you will see a screen with the following fields:
Field | Description |
Name | Names the account |
Account Number | Assigns an account number |
Department | Assigns department |
Description | Assigns description of account |
Account Type | Assigns account type |
Detail Type | Assigns Account Detail Type created in Accounting → Settings → Account Detail Types |
Parent Account | If creating a sub-account, the parent account would be selected here |
Export Caption | Assigns export caption |