The Accounts Tree gives you a top-down display of your chart of accounts. You can see a visual representation of how your chart of accounts breaks down by account types, major groups and minor groups.
The Accounts Tree will also let you check on account activity, and in the case of asset accounts, add new transactions. You can also add new accounts, edit existing accounts, or move accounts to other major or minor groups.
- To expand or collapse all nodes of the tree, click on the button with the arrows pointing down and up.
- You can select which book's chart of accounts you're viewing in the "Book" drop list.
- The search box will let you search for accounts by either name or number.
- Inactive accounts will be hidden by default. To show inactive accounts, check the "Include inactive" box
- The individual accounts within their account type/major group/minor group will be sorted by account number by default. Check the "Sort by name" box to have these accounts sorted alphabetically instead.
- To expand a particular node of the tree, click on the + to the left of it. This will expand the Account Type/Major Group/Minor Group.
- To view the activity for an account, click on the account, and then click the "Activity" button.
- For asset accounts, you can initiate a new transaction by clicking on the account you want to create a transaction for, and then clicking the "Transaction" button. This button will not appear for other account types.
- To add a new account, click on the account type you want to add in the tree, and then click "Add"
- To edit an account, click on the account you want to make changes to and then click "Edit"
- To move an account from one Major or Minor group to another, click on the account you want to move, and then click the "Move" button. A window will appear where you can select what major or minor group you want to move this account to.