Does ExpensePlus have a Chart of Accounts?

This article explains where you can find all the information associated with a 'Chart of Accounts'. Chart of Accounts is not the terminology used within ExpensePlus but all the functionality this implies exists within your ExpensePlus account.

Viewing reports

You can view all your funds, income and expenditure categories, bank accounts, creditors and debtors and fixed assets within their own financial reports and within the Trial Balance report.

Find out more here: Financial Reports Module Overview

Setting up categories

You can set up your categories for each fund in the Income and Expenditure Category settings.

Find out more here: How do I decide which categories to set up?

To better understand the Finance Reports module, please view the module overview video here.