• Engagements
  • Automatic documents
  • Document Manager
  • Print and save
  • Create files
  • Imports
  • XBRL
  • Annotation
  • Issues
  • Roles
  • Accounts and balances
    • Account / line properties
    • Account worksheet
    • Cash Flow worksheet
    • Foreign Exchange worksheet
    • Groupings worksheet
    • Performance Measures worksheet
    • Report settings
    • Report worksheet
    • Create a Control account
    • Create a Performance Measures account
    • Create a Prime Posting account
    • Create a Statement of Cash Flow account
    • Create custom balances
    • Enter balances
    • Enter foreign exchange rates
    • Renumber accounts
    • Split-up accounts
  • Journal entries
  • Mapping and grouping

Accounts and balances

Customize your organization's chart of accounts and enter balance information.

Overview

• Account / line properties
• Account worksheet
• Cash Flow worksheet
• Foreign Exchange worksheet
• Groupings worksheet
• Performance Measures worksheet
• Report settings
• Report worksheet

Get started

• Create a Control account
• Create a Performance Measures account
• Create a Prime Posting account
• Create a Statement of Cash Flow account
• Create custom balances
• Enter balances
• Enter foreign exchange rates
• Renumber accounts
• Split-up accounts