How to View the Chart of Accounts
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- 28 seconds
Navigate to Brokerage Engine.
Click "Accounting"
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Click "Settings"
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Click "Chart of Accounts"
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To create a new account, click "New Account".
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Fill out the required fields, including the Account number.
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Click here of the account is a sub-account.
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Once the information is complete, click "Save"
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Click on the "Action" button to see further details.
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Click "Audit History" to see further information regarding the account, such as name changes. Click on "Make Inactive" to inactivate the account.
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