How to View the Chart of Accounts
- 10 steps |
- 28 seconds
1
Navigate to Brokerage Engine.
2
Click "Accounting"
3
Click "Settings"
4
Click "Chart of Accounts"
5
To create a new account, click "New Account".
6
Fill out the required fields, including the Account number.
7
Click here of the account is a sub-account.
8
Once the information is complete, click "Save"
9
Click on the "Action" button to see further details.
10
Click "Audit History" to see further information regarding the account, such as name changes. Click on "Make Inactive" to inactivate the account.
