Use the chart of accounts

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The chart of accounts shows the ledger accounts that store your financial data.

Screenshot of the Chart of Accounts page.

From the chart of accounts, you can open each G/L account. However, by selecting Edit List, you can also update current or create new G/L accounts. You can drill down on the Net Change and Balance fields to display the ledger entries of a G/L account.

The Chart of Accounts Overview page is a simpler version of the chart of accounts. If you just want a quick overview of the basics, such as net changes and balances, the Chart of Accounts Overview page is a useful alternative.

Screenshot of the Chart of Accounts Overview page.

Just like the chart of accounts, it displays basic information like the net change and balance of all G/L accounts. You can collapse rows of account type Begin-Total. By bookmarking the Chart of Accounts Overview page, you have direct access from your role center.