Creating and Managing General Ledger Chart of Accounts

This quick how-to video covers creating and managing General Ledger (GL) accounts in 10X ERP. Users with the necessary permissions can easily add new accounts, edit existing ones, and understand the limitations related to account type changes after transactions have occurred.

• Access the Accounting Module and Navigate to 'Chart of Accounts'
• Click the 'Plus' Button to Add a New GL Account
• Choose the Appropriate Account Type (e.g., Bank Account, Expense, Income)
• Enter the Account Name, Number, and Optional Description
• Specify Additional Settings (e.g., Reconciliable Account, Disallow Manual Entries)
• Publish the New Account and Edit Details as Needed

Remember, while you can modify the account name or number, changes to the account type are restricted once transactions have been posted.