Viewing the Chart of Accounts Directory Report

  1. Click on the “Reports” menu.
  2. Click on “Accounting Reports“.
  3. From the “Accounting Reports” page, select the “Chart of Accounts Directory” report.
  4. After viewing the report, you can apply several additional filters, which are:
    • Account Level: Select the account level, whether it is “Main Account“, “Sub Account“, or “All“.
    • Account Type: Select the type of account, whether it is “Debit“, “Credit“, or “All“.
    • Display All Account Except: Choose the accounts not to be displayed in the report either “Client Accounts“, “Supplier Accounts“, or both.
    • Branch: Select one or more branches to display the accounts that were added through it.
    • Order by: Choose how to sort the report, either by “Code Ascending” or “Code Descending“.
  5. Upon adjusting the filters, click on “Show Report“.
  6. You can print the report from “Print” or export it to a file in CSV, EXCEL, or PDF from the export options.