Chart of Accounts

Chart of Accounts

REALedger comes with a complete chart of accounts, however, you may wish to add, delete or modify accounts to fit your organization’s financial reporting requirements.  The chart of accounts is used extensively throughout all modules of the system. It is recommended that you not make changes to the chart without a complete understanding of the implications.

Adding an account

Select the account and select Add

Select the appropriate Account sub-type from the drop down list

Select the appropriate Account Lookup Category from the drop down list

Enter an Account description

Enter the General Ledger (G/L) code for the new account (up to five numeric characters)

Deleting an account 

Locate the account to by scrolling through the list or typing the name of the account or G/L Code in the Filter

The detailed account information will show in the Chart of Accounts box

Select Delete within the account menu

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