What the chart of accounts is for

The Chart of accounts helps keep PetHub finance organized for management, reports and daily admin routines.

What it is for

Classify revenue and expenses into financial categories with hierarchy, nature and account usage.

🚀 Step by step

1. Open the related finance module.
2. Use search or filters to find the record.
3. Review name, type, nature, status and financial links.
4. When adding, complete the required fields and save.
5. When editing, update only what changed or deactivate when it should no longer be used.

✅ Expected result

The chart of accounts is ready to classify entries and support reports.

💡 Practical tip

Keep the structure simple and use names the team understands. This reduces errors when classifying entries.