# Review the chart of accounts

Read the chart of accounts the package installed, find an account by its code or its name, and add an account of your own with its code, name and type.

The chart of accounts is the list of every account the company can post to. The localization package fills it on day one; most companies only add a few accounts of their own.

## Before you start {#before-you-start}

- You need the **Administrator** access right on **Accounting** to add or change an account. The other accounting access rights read the chart.
- Choose the **Package** before adding accounts (see [Accounting settings](accounting-settings)): it can no longer change once an entry is posted.

## Read the chart {#read}

1. Open **Accounting/Configuration/Accounting/Chart of Accounts**.
2. Each line is an account. The **Code** orders the chart (assets first, then liabilities, equity, income and expenses), the **Account Name** says what it holds, the **Type** decides how the account behaves in the reports and on documents, and **Allow Reconciliation** is on for the accounts whose lines are matched against each other, such as receivables and payables.
3. Type a code or a word of the name in the search box to find an account. **New**, above the list, adds one.

![The chart of accounts; New adds an account.](https://jaah.app/web/image/9423-0fb68515/accounting-start-here-chart-of-accounts-accounts_list-en.png)

## Add an account {#add}

1. Click **New**.
2. Type the **Code**, following the numbering of the chart: a cash box next to the bank accounts takes a code in the same range.
3. Type the **Account Name** and choose the **Type**. The type is the one choice that matters: **Bank and Cash** for a cash box, **Expenses** for a cost, **Income** for a revenue.

![A new account with its code, its name and its type.](https://jaah.app/web/image/9427-a16ba137/accounting-start-here-chart-of-accounts-new_account-en.png)

4. Click the cloud icon **Save manually**. The account joins the chart at its code.

![The account is saved and joins the chart at its code.](https://jaah.app/web/image/9431-8dd04f39/accounting-start-here-chart-of-accounts-account_saved-en.png)

## FAQ {#faq}

### Can I delete an account? {#delete}

Only while nothing was posted on it. An account with entries is archived instead: it leaves the lists and keeps its history.

### Why are the codes six digits long? {#codes}

It is the package's numbering; keep it, so that new accounts sort with the ones they belong to. The Saudi package, for example, numbers every account with six digits and ships its names in Arabic.

### I cannot find **New**. {#no-new}

Your access right on **Accounting** reads the chart but does not change it; ask an administrator for the **Administrator** access right.

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- Source: https://jaah.app/docs/accounting-start-here/review-the-chart-of-accounts
- Updated: 2026-10-22
- Version: Accounting: start here 19.0.1.4.2
- Verified: 2026-10-22