ACCOUNTS - Chart of Accounts Setting

Preset Accounts – Strataboss comes with a set of preset accounts. You may tick the ‘Inactivate’ checkbox of any preset accounts that you do not wish to use. Once inactivated, an account will no longer be available for selection when your users create new transactions.

Custom Accounts – If the Preset Accounts do not include the accounts that you need, you may create your own custom accounts in the Custom Accounts section.

Category – This is the category of account you wish to create.

Acc Code – After selecting a category, the first two digits of the Acc Code will appear, you may enter the 3^rd and 4^th digit according to your preference. Please check the Preset Accounts section to see if the Acc Code has been used, if an Acc Code has already been used by a Preset or Custom Account, you will no longer be able to save a new Custom Account with the same Acc Code.

Acc Name – Enter the name of your account.