Setting the Chart of Accounts |
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Topic: Setup > Configuration > Configuring Accounts Salesorder.com comes with a default Chart of Accounts. However you may wish to use an alternative Chart of Accounts. This can be done in three ways.
Options 3 is described here.
NOTE: Currently there are two predefined Chart of Accounts. The default set, and a minimal set from which you can either build or import your own (options 1 and 2 above).
Creating a new Chart of Accounts From the Explorer go to Setup->Configuration. This will display the Configuration page. Now click 'Accounts'. This will display the Accounts Configuration page. From the Action Bar drop-down click 'Set the Chart of Accounts'. This displays the Chart Of Account setup page (below).
IMPORTANT: If there are any transactions in your accounts you will need to reset your system before setting the Chart of Accounts. See Resetting your system for more detail.
![]() Setting the Chart Of Accounts
The steps in the diagram show how the new Chart of Accounts is created.
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