Add/Edit Balance Sheet, Income or Expense Accounts in the Chart of Accounts

Add/Edit Balance Sheet, Income or Expense Accounts in the Chart of Accounts

  1. Click the Ledger
  2. Click the Chart submenu
  3. Click any of the balance sheet, income or expense tab
    • Example: assets tab is selected
  4. Click any tab to add or edit an account
  5. Click save

To add a new GL account

  1. Select the account you want to add a GL account
    • Expenses account is selected.
  2. Click the new button
  3. Enter the account number in the field
    • Make sure that the account number is different from the account numbers already on the list
  4. Enter the description in the field
  5. Select the header type from the dropdown list
    • The default header type Detail is selected
  6. Click save

A new expense account will be added on the list. The accounts are arranged according to its account number.

If there are multiple companies that are being managed by darwin Cloud, all of these companies will have the same chart of accounts for assets, liability, equity, income, cost of sales, expenses, other income, and other expense. The unique chart of accounts per company are only bank accounts.

darwin Cloud users may edit expense account details in the chart of accounts. The save and cancel buttons cannot be clicked unless the user make changes in any expense account details.

To edit an expense account details

  1. Click the field and enter the changes in the selected expense account
  2. Click save

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