Chart of Accounts

Section: Finance & Accounting
URL: /admin/chart_of_accounts
Page title: (2) Configurare Plan de Conturi

Overview

The chart of accounts — your accounting structure for journal entries and financial reporting.

Business value

Your accounting structure — every G/L account organised by class (assets, liabilities, equity, revenue, expense). The skeleton on which financial reports are built.

• Who uses it: Controller, finance, external accountant
• Key benefit: Audit-ready financial reporting and tax compliance.

Typical use cases:

• Map module transactions to G/L accounts
• Produce trial balance and P&L automatically
• Audit-defensible audit trail for every entry

At a glance

Accessing this module

From the admin sidebar, navigate to Chart of Accounts, or open the URL directly:

/admin/chart_of_accounts

List view

The list view shows existing chart of accounts records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Chart of Accounts from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/chart_of_accounts