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Charts Of Accounts

The Chart of Accounts report gives you a complete view of all general ledger accounts configured within Udara360, organised by class and reporting level. Use this report as a reference for the full account structure across four reporting levels, from the broad account class down to the most granular detail level. This guide will walk you through accessing and exporting the Chart of Accounts report.

Accessing Chart of Accounts

  1. Log into the application using your credentials.

  2. From the dashboard, navigate to Reports in the side menu.

  3. Expand Financial Report and Select Chart of Accounts from the dropdown list

Exporting the Report

  1. Click the Export button at the top right of the page

  2. Select your preferred format; CSV, Excel, PDF, or Print

  3. The file will download automatically to your device

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