Chart of Accounts

Setting up the Chart of Accounts allows you to map line items within invoices to specific expense/income accounts and track the relevant tax implications.

To add an entry to the Chart of Accounts:

1. Go to 'Settings' from the left side menu > 'Finance & Commissions'
2. Go to 'Chart of Accounts'
3. Click on the '+' icon
4. Enter a name, category (income/expense), code and tax type
5. Click 'Save'