Manage chart of accounts
/visma-net-erp/help/general-ledger/manage-chart-of-accounts
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# Manage chart of accounts
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Add an account to the chart of accounts
/visma-net-erp/help/general-ledger/manage-chart-of-accounts/add-an-account-to-the-chart-of-accounts
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# Add an account to the chart of accounts
## Before you proceed
+ Know your organisation's internal agreements about account classes.
+ Make sure the list of account classes contains the class to which you want assign the new account.
+ If you are not sure about settings for this account, you should find an account in the same account class and insert the same values.
+ Review the structure of accounts and subaccounts and the meanings of their segment values in your organisation. For more information about account identifiers, see: [About account IDs.](/visma-net-erp/help/general-ledger/manage-accounts/about-account-ids/)
1. Go to the [Chart of accounts (GL202500)](/visma-net-erp/help/general-ledger/general-ledger-windows/chart-of-accounts-gl202500/) window.
1. In the table toolbar, click **Add row** to append a blank row to the table.
1. In the **Account** column, enter a new account in one of the following ways, depending on the **Validate** check box in the [Segment keys (CS202000)](/visma-net-erp/help/common-settings/common-settings-windows/segment-keys-cs202000/) window:
+ If the check box is selected, select the segment value from the list of predefined values by pressing **F3** in the field.
+ If the check box is cleared, type a value for the segment here. The system validates only the number of characters and the type of string (specified in the **Edit mask** field in the [Segment keys (CS202000)](/visma-net-erp/help/common-settings/common-settings-windows/segment-keys-cs202000/) window).
1. In the **Type** column, select the type of account: **Asset**, **Liability**, **Income**, or **Expense**.
1. Optional: In the **Account class** column, select the account class to which the account is assigned.
1. Make sure the **Active** check box is selected for the account.
1. Optional: In the **Description** column, briefly describe the account.
1. Select the **Require units** check box if along with amounts, the users should specify the quantities and units of measure (UoMs) for each transaction to be posted to this account. Clear the check box if the quantities and UoMs are not required.
1. Select the **Use default sub** check box to use the account **only** with the default subaccount, specified in the [General ledger preferences (GL102000)](/visma-net-erp/help/general-ledger/general-ledger-windows/general-ledger-preferences-gl102000/) window, in data entry windows. If you clear the check box, all subaccounts can be used with the account.
1. In the **Post option** column, select whether transactions should be posted to this account in detail or in summary.
1. Optional: In the **Consolidation account** column, if your company is a subsidiary of another company, specify the external general ledger account (from the parent company chart of accounts) to which the balance of the account will be exported in the consolidation process.
1. Optional: If the account will be used for foreign currency transactions, select the currency in the **Currency** column and specify the appropriate type of exchange rates in the **Revaluation rate type** column.
1. Optional: If you have **Webhook notification** selected in the [General ledger preferences (GL102000)](/visma-net-erp/help/general-ledger/general-ledger-windows/general-ledger-preferences-gl102000/) window, you can view a notification when the change is done and saved on your account. Click the **View notification feedback** button which takes you to the [Webhook notification for account (GL407000)](/visma-net-erp/help/general-ledger/general-ledger-windows/webhook-notification-for-account-gl407000/) window where you can [view webhook notifications on accounts](/visma-net-erp/help/general-ledger/manage-webhook-notifications/view-webhook-notifications-on-accounts/).
1. Click .
## What is next?
[Create a cash account](/visma-net-erp/help/cash-management/configure-cash-accounts/create-a-cash-account/)
Delete an account
/visma-net-erp/help/general-ledger/manage-chart-of-accounts/delete-an-account
section
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# Delete an account
1. Go to the [Chart of accounts (GL202500)](/visma-net-erp/help/general-ledger/general-ledger-windows/chart-of-accounts-gl202500/) window
1. In the table, click the account you want to delete.
1. Click the  icon.
1. Click 
1.
Optional:If you have **Webhook notification** selected in the [General ledger preferences (GL102000)](/visma-net-erp/help/general-ledger/general-ledger-windows/general-ledger-preferences-gl102000/) window,
you can view a notification when the change is done and saved on your account.
Click the **View notification feedback** button which takes you to the [Webhook notification for account (GL407000)](/visma-net-erp/help/general-ledger/general-ledger-windows/webhook-notification-for-account-gl407000/) window where you can [view webhook notifications on accounts](/visma-net-erp/help/general-ledger/manage-webhook-notifications/view-webhook-notifications-on-accounts/).
Related pages
Concepts
Tasks
Windows
Edit an account
/visma-net-erp/help/general-ledger/manage-chart-of-accounts/edit-an-account
section
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# Edit an account
1. Go to the [Chart of accounts (GL202500)](/visma-net-erp/help/general-ledger/general-ledger-windows/chart-of-accounts-gl202500/) window.
1. In the table, click the account you want to edit.
1. Click .
1. In the window view of the account, make your changes. You can, for example, double-click the **Account** column, change the account number, save the change and confirm the security message.The account number is changed. All existing records will be adjusted accordingly.
1. Click .
1. Click  to come back to the table view again.
1.
Optional:If you have **Webhook notification** selected in the [General ledger preferences (GL102000)](/visma-net-erp/help/general-ledger/general-ledger-windows/general-ledger-preferences-gl102000/) window,
you can view a notification when the change is done and saved on your account.
Click the **View notification feedback** button which takes you to the [Webhook notification for account (GL407000)](/visma-net-erp/help/general-ledger/general-ledger-windows/webhook-notification-for-account-gl407000/) window where you can [view webhook notifications on accounts](/visma-net-erp/help/general-ledger/manage-webhook-notifications/view-webhook-notifications-on-accounts/).
Related pages
Concepts
Tasks
Windows
Deactivate an account
/visma-net-erp/help/general-ledger/manage-chart-of-accounts/deactivate-an-account
section
An account that has transactions posted cannot be deleted; if the account is no longer being used, you can instead deactivate it.
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# Deactivate an account
An account that has transactions posted cannot be deleted; if the account is no longer being used, you can instead deactivate it.
An account that has transactions posted cannot be deleted; if the account is no longer being
used, you can instead deactivate it.
Once deactivated, the account remains in the
database but does not appear in any selector field among the accounts listed for
selection.
1. Go to the [Chart of accounts (GL202500)](/visma-net-erp/help/general-ledger/general-ledger-windows/chart-of-accounts-gl202500/) window.
1. To find the account you want to deactivate, type an identifying string in the **Search** field at the bottom left of the window, and review the results.
1. Click anywhere in the row with the account you want to deactivate.
1. Clear the **Active** check box for the account.
1. Click .
Import accounts
/visma-net-erp/help/general-ledger/manage-chart-of-accounts/import-accounts
section
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# Import accounts
1. Go to the [Chart of accounts (GL202500)](/visma-net-erp/help/general-ledger/general-ledger-windows/chart-of-accounts-gl202500/) window.
1. Click .
1. In the **File upload** dialog box, click **Choose file**.
1. In the **Open** dialog box, browse for the file on your pc.
1. Select a csv. or xlsx. file.
1. Click **Open**.
1. In the **File upload** dialog box, click **Upload**.
1. Confirm the import settings.
1. A window opens with more detailed information about the content that you are about to import. Confirm also this information. Once the file is imported, you will see the  icon in the toolbar.
Related pages
Concepts
Tasks
Windows
Check the link between a cash account and a base account
/visma-net-erp/help/general-ledger/manage-chart-of-accounts/check-the-link-between-a-cash-account-and-a-base-account
page
When you have performed the task described in Create a cash account, you need to ensure that the link between the new cash account and the base account in the Chart of accounts (GL202500) window is set up correctly.
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# Check the link between a cash account and a base account
When you have performed the task described in Create a cash account, you need to ensure that the link between the new cash account and the base account in the Chart of accounts (GL202500) window is set up correctly.
For more information: [Create a cash account](/visma-net-erp/help/cash-management/configure-cash-accounts/create-a-cash-account/), [Chart of accounts (GL202500)](/visma-net-erp/help/general-ledger/general-ledger-windows/chart-of-accounts-gl202500/).
1. Go to the [Chart of accounts (GL202500)](/visma-net-erp/help/general-ledger/general-ledger-windows/chart-of-accounts-gl202500/) window.
1. In the **Account** column, find the account that you used as a base to create your cash account.
1. In the **Cash Account** column, make sure that the check box is selected for that base account.
Related pages
Concepts
Tasks
Windows