# Charts Of Accounts

The Chart of Accounts page offers a structured view of all general ledger accounts utilized in the banking system. Users can view, add, edit, and delete accounts, ensuring accurate financial reporting and analysis.

### **Accessing the Chart of Accounts Page**

1. Log into the banking application using your credentials.
2. Navigate to the **Reports** section.
3. Click on **Financial Report.**
4. Select the **Chart of Accounts** page from the list of available reports.

### **Understanding the Chart of Accounts**

The chart of accounts is organized in a hierarchical structure, typically using a numbering system to classify accounts by their type and purpose. The following levels are commonly used:

* **Level 1:** Class of Account (e.g., Assets, Liabilities, Equity, Income, Expense)
* **Level 2:** Main Account (e.g., Cash and Cash Equivalents, Loans and Advances)
* **Level 3:** Sub-Account (e.g., Cash in Hand, Cash in Bank)
* **Level 4:** Detailed Account (e.g., Current Account, Savings Account)

## **Features of the Chart of Accounts Page**

* **Account Hierarchy:** Visually represents the hierarchical structure of accounts.
* **Account Details:** This option displays detailed information about each account, including its code, name, description, and balance.
* **Export:** Enables users to export the chart of accounts to various formats (e.g., CSV, Excel, PDF) for further analysis or reporting.

### How to Export the Chart of Accounts

1. **Navigate to the Chart of Accounts Page:** Access the Chart of Accounts page.
2. **Select Export Format:** Choose a format for exporting the data, such as CSV, Excel, Print or PDF.
3. **Click the "Export" Button:** The "Export" button is usually located at the top right corner of the page.
4. **Initiate Export:** Click on the selected format to start the export process.
5. **Save the Exported File**