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Chart of Accounts

This screen provides a convenient list of the accounts set up for the entity. The Accounts menu provides views of the chart of accounts filtered by account type groupings.
See 'Chart of Accounts' user guide for more information.

View Button

The View button will open the transaction register for the account and allows for editing or viewing transactions.

The PDF button will open a printable PDF report with the date parameters of the current accounting period.

Edit Button

The Edit button will open the account details screen for editing.

QuickView Buttons

The QuickView Add button will make the account summary details display automatically on the Business Home Page.
The QuickView Remove button will remove the account summary details from the Business Home Page.

Reconcile Button

The Reconcile button will appear for bank and credit card accounts only. Use it if you want to reconcile your accounts to a statement.

Account Heirarchies and Indenting

Liberty accounts allows you to create heirarchies of accounts. When viewing your chart of accounts the heirarchy is displayed using "...." to indicate that an account has a prior parent account.

Inactive Accounts

Inactive accounts are still displayed in the chart of accounts but with no View button and the account name will indicate that the account is inactive.