How to edit, deactivate and reorganize the chart of accounts

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

What it is for

Update categories and reorganize the hierarchy when the financial structure changes.

🚀 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 stays updated without losing financial history.

💡 Practical tip

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