The Chart of Accounts - General Ledger Setup allows you to organize your different accounts within Mifos X. Accounts can be organized into Header and Detail (sub) accounts using the respective account types: Asset, Equity, Expense, Income and Liability.
Navigate to Accounting >> Chart of Accounts (as shown in the screenshot below):
Account usage is divided into Header accounts and Detail accounts. You could start creating with Header and then switch to a sub-ledger account afterwards. When setting up your accounts, it is advisable to set them up one at a time. For example create all of your Header accounts for Assets and then set up all Detail accounts for Assets as well. Follow the same sequence for other account types(namely Equity, Expense, Income and Liability accounts). |
Select a Tag from the drop-down menu.
The Account Usage option should be set to Detail if this sub-ledger account is used for passing journal entries. If you want to create a sub-ledger under this sub-ledger, set the Account Usage option to Header instead. |
Once you have navigated to the Chart of Accounts page, you will be presented with a chart of all the accounts being used by your organization. You may filter the results by typing any keyword in the Filter by Account/GL Code/Account type field. Alternatively, you may view this chart in a Tree View - please see the View Chart of Account (Tree View) section below to learn about this.
There is an alternative way to view your accounts - using the Tree View. From the Chart of Accounts page, click the the blue Tree View button at the top-right of the screen.
You will be taken to a new screen (with the same title as the previous one) having only one entry, with a small '+' sign on the left:
Click on the '+' sign to expand the tree. A typical result may look like the one shown in the screenshot below. This is an effective way to examine the structure of your organization's accounts within the Mifos system:
You may edit, disable or delete an existing account by navigating to it's Detail page. You can do this by clicking on an account on the Chart of Accounts screen. Search for the account you would like to edit and click on it - it will be highlighted in blue when the cursor is hovering over it:
Once you click on the desired account you will be taken to a screen with more details for that account. An example of this has been shown below (note the three blue buttons to the right of the screen):
Once you are done making the necessary changes, click on .
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