Chart of Accounts Overview page – aligning columns with Chart of Accounts page

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Enabled for Public preview General availability
Users, automatically Sep 1, 2021 Oct 1, 2021

Business value

The Chart of Accounts Overview page provides an overview of a company's chart of accounts in a tree structure. To make the overview easier to digest, we've aligned the column layout with that of the Chart of Accounts page.

Feature details

The Chart of Accounts page displays accounts in a hierarchical list that offers fast access to the key information for each account. However, the list is static, and if you have a lot of accounts you might have to do a bit of scrolling to view information for different 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. The column layout on the page is now the same as you’ll find on the Chart of Accounts page (there are just fewer of them), so you won’t have to reorient yourself, and you can expand or collapse the hierarchical levels to condense the view.

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See also

Understanding the General Ledger and the COA (docs)