Chart of Accounts

The Chart of Accounts (COA) is the master list of every financial account your business uses — from cash and receivables to payroll and equipment. Every financial transaction in include GO is posted to one of these accounts, so a well-structured COA is the foundation of accurate reporting.

Where to Find Chart of Accounts

Navigate to Settings → Financial Setup → Chart of Accounts in the left-hand sidebar.

Navigation path: Dashboard → Settings → Chart of Accounts

The Chart of Accounts List

Chart of Accounts list

What you see on this screen

#	Element	Description
1	Navigation Sidebar	The left sidebar with all Settings sections. Chart of Accounts is highlighted under Financial Setup.
2	Page Header	Confirms you are on Charts of Accounts.
3	Create Chart of Account	Opens the creation dialog.
5	Column Headers	Sort and filter by account number, name, type, GL category, or status.

Creating a New Account

Click + Create Chart of Account to open the dialog.

Create Chart of Account dialog

Form Fields

Field	Required	Description
Account Name	Yes	The descriptive name of the account (e.g., Cash - Operating, Accounts Receivable).
Account Number	Yes	A 5-digit numeric identifier (e.g., 10000, 21000). Organise by range: 10000s = Assets, 20000s = Liabilities, etc.
Type	No	Account classification: Asset, Liability, Equity, Revenue, or Expense.
Statement Type	No	Where this account appears: Balance Sheet or Income Statement.
Cost Category	No	For expense accounts: Labor, Materials, Equipment, Subcontractor, or Other.
GL Category	No	Groups this account under a GL Category for reporting.
Status	No	Toggle Active (default) or Inactive.
Visibility Settings	No	Controls which modules can post to this account: Catalog, Cash & Credit, Time Keeping, Budgets, Estimates, A/P.
Description	No	Internal notes about the purpose of this account.

Example: Creating an Accounts Receivable Account

Field	Value
Account Name	`Accounts Receivable`
Account Number	`11000`
Type	`Asset`
Statement Type	`Balance Sheet`
Status	Active

Account Number Conventions

A common 5-digit numbering scheme to follow:

Range	Type
10000–19999	Assets
20000–29999	Liabilities
30000–39999	Equity
40000–49999	Revenue
50000–59999	Expenses

Editing an Account

Click the pencil icon in the Actions column. Make your changes and click Update Chart of Account.

Note: Changing an account number or type on a live account can affect historical reports. Do this with care.

Tips & Best Practices

Plan your account number ranges before entering data — reorganising later is time-consuming.
Use Visibility Settings to control which modules can post to each account, preventing accidental postings.
Set inactive accounts to Inactive rather than deleting them to preserve transaction history.