Chart of accounts
Classify revenue and expenses in a financial hierarchy for reports, entries and management.
What the chart of accounts is for
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.
How to organize the chart of accounts in PetHub
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.
How to add a chart of accounts category
How to add a chart of accounts category The Chart of accounts helps keep PetHub finance organized for management, reports and daily admin routines. What it is for Create a category with name, parent account, account usage, nature, automatic code and default cost center. 🚀 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 category is available to classify financial entries. 💡 Practical tip Keep the structure simple and use names the team understands. This reduces errors when classifying entries.
How to edit, deactivate and reorganize the chart of accounts
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.