New Chart of account import

1

Hi can i import new chart of account in system

2

If you have not used Manger before then it is far easier to enter your new chart of accounts manually as described in the guides.

Structuring Accounts

Chart of Accounts: Design a chart of accounts | Build a chart of accounts | Add an account | Delete an account | Set up accounts receivable | Set up accounts payable | Set and display account codes | Add custom control accounts

If you already have a Manager business and you want to duplicate it’s chart of account you can batch delete all data you do not need then use that as a template business.

3

This is a practice that I strongly advise against unless you have a business with very few transactions. There is a high risk to leave lot of spurious around the business.

4

Hi davide

i want to import totally new chart of account rather than to open manually in system can it is possible in your system

5

Currently there is no possibility to batch create and update chart of accounts. It has been under Ideas for a long time I don’t know when it will see the light. @lubos?

6

The new report transformations can add whatever accounts a report transformation author wants.

I was not aware there was a problem with deleting things in Manager. I thought this worked well.

  1. Batch delete
  2. Backup with no history
  3. Use as a template

@Davide what sort of spurious entries have you found can complicate this.