Read What is a Chart of Account (COA)? to find out what you can do in Holded's Accounting section.
How to access
- Go to Accounting section.
- Select Chart of Accounts.
- Click on New Account in the up-right corner.
Creat a book account
When creating a book account, you can customize the name, colour, and last four digits of the account number. The first digits are given automatically based on the type of account you've selected before.
Remember that each type of book account must be associated with a specific accounting group, as established in the Plan General Contable (PGC).
How?
- Select account type.
- Name your account and define the last four digits of your account number.
- Choose a colour to identify your account.
- Click on create to complete the process.