Account structure
Build the hierarchy that reports, journals, and dimensions will reference.
Account groups
Account hierarchy
Account codes
Account types
Parent accounts
Normal balance
Chart of Accounts
The account structure every reliable ledger depends on.
Define account codes, groups, types, and dimensions. Set opening balances, map tax accounts, and control which accounts can post — all from a single tree-table view.
Explore account structure
Posting controls
Separate structural accounts from posting accounts to keep ledger integrity intact.
Posting accounts
Non-posting accounts
Opening balances
Tax-linked accounts
Period-safe changes
Account drawer
Dimensions
Slice any account balance by cost center, branch, project, or location.
Cost centers
Branches
Projects
Locations
Dimension mapping
Dimension reports
Import and governance
Load accounts from a template or spreadsheet and enforce structural integrity over time.
CSV import
Excel import
COA templates
Code uniqueness
Merge approval
Delete protection
Deep product detail
What this page covers in practice
Account hierarchy
A tree of posting and non-posting accounts controls both journal entry and financial report structure.
Root group accounts
Posting leaf accounts
Parent-child type rules
Balance aggregation
Indented tree view
Drag-to-reorder
Structural safeguards
Changes to live accounts need explicit checks to prevent corruption of historical reports.
No delete with posted entries
Merge approval required
Period-safe renames
Audit trail on changes
Reversal impact warnings
Account lock after close