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Set up

Who can use this: Chart of accounts / journal / reports / reconciliation permissions. Where to find it: Accounting Module

What is this?​

One-time setup before daily work.

Before you start​

Turn Accounting (GL) module on in Settings > General Settings > Features.

Steps​

  1. Turn on Accounting (GL) module.

  2. Assign Chart of Accounts, Journal, and Accounting Reports permissions.

  3. Open Chart of Accounts and confirm accounts exist.

  4. Add a simple test journal only if your accountant asks.

  5. Open Trial Balance to confirm the view loads.

    Set up Accounting module

What you will see​

Menus and buttons match the steps above. If a button is missing, the role still needs a permission.

Tips​

  • Train one manager first, then the rest of the team.
  • Keep unused features off so the left menu stays short.

Common problems​

ProblemSolution
Setup page says no accessAsk an admin to tick the permission.
Changes do not showRefresh the browser after saving.