How to organize the chart of accounts in PetHub

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

What it is for

Use search, nature filters and hierarchy to find categories and review their position.

🚀 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

You find the right category and understand where it sits in the structure.

💡 Practical tip

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