Configure Chart of Accounts
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On the project homepage, navigate to Ledger > Chart of Account
Find and click the "Add New" button in the upper right corner of the page to open a new account creation window.
Select the account type.
enter the account code - only numbers are allowed, and code must be unique.
Enter the account name.
Select the account's balance direction
Optional: Add auxiliary accounting fields.
Enable original currency accounting: For asset/liability accounts, check this option to support accounting in the original transaction currency.
Is it a cash account: For asset accounts, checking this option will allow the cash flow statement to track changes in the account's fiat balance.
Find the "Pencil" icon on the right side of the Account and click to open the Edit account window.
You can edit the account code, name, and cash account type
Only accounts yet to be involved in bookkeeping can have the balance direction, auxiliary accounting and Enable original currency accounting edited.
Find the "Thrashcan" button on the right side of the account and click to delete it.
Accounts that have already been involved in bookkeeping cannot be deleted.