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Knowledge base · Finance & accounts

Where do I see or print the list of all my GL accounts and account codes in one place (Chart of Accounts), and why is an account missing from it?

Where in EDUBase: Finance › Chart of Accounts

Last updated

Finance › Chart of Accounts is a read‑only picture of your whole book structure on one page: each class (Assets, Liabilities, Equity, Income, Expense), the GL Groups under it, and every GL account with its code and name. It is the one screen that holds the whole list together — saare GL accounts aur unke codes ek hi jagah — the page to print for your accountant or auditor, and the quickest way to jump into any account's ledger.

Common ways this is asked: kaun kaun se accounts bane hue hain dekhne hain, poora account structure ek page par chahiye.

Steps

  1. Go to Finance › Chart of Accounts. The page loads on its own — there are no filters.
  2. Read it top‑down: a grey class row, then each group's number and name, then the accounts under it (code on the left, name on the right).
  3. Click an account name to open Finance › GL Inquiry for that account. It opens on the current month; change the dates there.
  4. Press Print (top right) — the printout carries your school header, logo and address.

What the page shows — and hides

  • Only active groups and active accounts. An account set to Inactive on GL Accounts, or a whole group set to Inactive on GL Groups, is left out — the same rule that hides them from the Journal Entry dropdown. That is the first thing to check when "an account is missing".
  • A class with no active groups is skipped, so a school with nothing under Equity simply sees no Equity block.
  • A group with no accounts still appears as a heading — a reminder to add heads under it, or to deactivate the group.
  • The number beside each group is its ID (the one shown on that group's View screen in GL Groups); the number beside each account is its account code, the one every entry and report uses.

Nothing is edited here

To rename, move or deactivate an account go to Finance › GL Accounts; for groups, Finance › GL Groups. Balances are not shown on this page — use the Trial Balance for figures, or click through to GL Inquiry for one account's movement.

Who can use it

The screen follows the same Finance → Finance Accounts privilege as GL Accounts.

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