This view is used to update the data of the account and the structure of the chart of accounts.

An object called account in this application contains all the objects the chart of accounts is made of.

The chart of accounts in the application contains all the structural data which is needed to print the balance sheet and income statement.

Every company (id-year) has a separate copy of accounts.

For the sake of comparability, you should keep the accounts similar over the fiscal years.

You can add new accounts freely to the old years. It's not always necessary, but if you want to avoid compare problems, it is recommended.

The view consists of two parts: the account details and the chart list. There is always one account currrent in the chart. That row is colored red and the details of that account is in the details form. By clicking the chart row, you can change the current row. New row is added (+) after the current row. If you want to move the row up or down in the chart, there is little arrowhead-controls in the current row of the list. The rows are not ordered by account number. It seems to be a common practice to number the accounts so that all the accounts in a group starts with same sequence. But this is not required here.

The rows are ordered by a sequence number running left in the list rows. The last number of the sequence is 0, so you can add nine rows before renumbering is needed. The renumbering is done automatically, so you don't have to care about it. The sequence number is purely technical and renumbering changes it, so it is not a key to the account.

In accounting you refer to the account with the account number. You never need to refer the types G, S or T. So these types have no account numbers. The key of the row type G, S, T is the position in the chart. If you import the chart from a csv, the positions of these types in the file are crucial.

View functions

Account types

Data fields