Login Start Free Trial
Accounting

Chart of Accounts

Maintain the accounts used for posting.

Last updated 31 August 2026

Using the chart of accounts

The chart of accounts is customizable. Add accounts your auditors and controllers expect before posting live vouchers.

Chart of accounts
Warning

Changing accounts that already have posted history can confuse reports. Prefer new accounts over rewriting history unless your finance lead approves.

Steps

  1. Sign in to Smart Business 360 at the application host.
  2. Open the Accounting module for this task.
  3. Follow the fields and actions described in the sections above.
  4. Save or confirm, then verify the result on the list or detail screen.

Expected result: The operation completes without errors and data reflects your changes.

Troubleshooting

  • Confirm you are in the correct company context.
  • Verify your role includes permissions for this module.
  • Refresh and retry. If the issue persists, contact support with the screen URL.

FAQ

Where do I find Chart of Accounts in Smart Business 360?

Use the navigation paths and steps in this article. If a menu is missing, check module entitlements and permissions.

Why can I not access this feature?

Your role may lack the required permission, or the module may not be enabled for your company. Contact an administrator.

AccountingJournal EntriesPayment Management

Was this article helpful?

Need help?

Contact the Smart Business 360 team if you cannot find the right guide.

Contact support