What this page is for
The chart of accounts is the tree of accounts your books are built from. Every account belongs to one of five types — Asset, Liability, Equity, Income or Expense — and sits under a parent of the same type, except the five roots at the top of each tree. Tulindo seeds a working chart when your business is set up; this page lets you see it and extend it.
A posting never names an account directly: it names a key such as sales_revenue, and an account mapping decides which account that key lands in. This page is where the accounts themselves live; point a key at one of them on Account mappings.
Everyone whose role can view accounting sees this page. Adding or renaming an account needs a role that can manage accounting.
The columns:
- Code: the account's own numeric code, inside its type's block.
- Name: your own label for it.
- Type: Asset, Liability, Equity, Income or Expense.
- Normal balance: Debit or Credit, decided by the type and never set by hand.
- Cash-flow section: where its movements appear in the cash-flow statement, for a balance-sheet account.
- Status: Active, or Deactivated.
A row for a seeded account reads Seeded; one you added reads Your own.
How to…
How to add an account
Press New account. See New account.
How to rename an account or change its cash-flow section
Open the row menu and choose Rename. The code, type and normal balance never change once an account exists.
How to deactivate an account
Open the row menu and choose Deactivate, on an account that is not seeded.
A deactivated account can no longer be chosen on a journal entry or a mapping, and any posting that still names it fails until it is re-pointed. Its history stays in every report, and the back office cannot reactivate it.
Worked examples
Restaurant and bar
The Acacia Grill & Bar wants to see card takings on a separate line, so it adds a liability account 2050 Card clearing — bar terminal under the seeded Liability root, keeping the default Cash-flow section.
Supermarket
Tumaini Supermarket buys a delivery van. The accountant adds an asset account under Fixed assets, setting Cash-flow section to Investing rather than leaving it at the type's default of Operating, because a van is an investment, not working capital.