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Chart of Accounts

Question asked by Colin Hubbard 3 months ago

Hi I' m new to Clear Books. On Sage i would Use the chart of Accounts a lot with the associated debit/credit value against each nominal code, how can i view that information on clear books?

5 Replies

Hi Colin,

There is. You can run a report under All Reports > transactions and then filter by account code.

All the best,

Mohamed,

Hi Colin,

You can find this under settings > accounting > account codes. I hope this helps.

All the best,

Mohamed.

Thank you Mohamed,

Is there a way to view the debit/credit value assigned to each account code?

Hi Colin,

There is. You can run a report under All Reports > transactions and then filter by account code.

All the best,

Mohamed,

Thanks Mohamed that's great :)

Hi Colin,

You're more than welcome! Have a lovely day!

All the best,

Mohamed.

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