Chart of Accounts Hierarchy

DMAjicDMAjic Member Posts: 14

Show the Account Hierarchy in the Chart of Accounts. For example an expense can be COGS or Expense, however this can't be determined without tracking where transactions end up on a report


  • SammyHSammyH Administrator Posts: 12 admin

    @DMAjic thanks for sharing this feedback. It sounds like you're trying to quickly identify what Account Type an expense may be going to. Is that correct?

    While we don't have the ability for you to see a full hierarchy, one quick way to check would be navigate to the account your expense is categorized to inside of your Chart of Accounts. If you click on the little pencil on the right-hand side, you should be able to see what the Account Type is.

    Hopefully that helps! Let me know if you have any more questions.

  • DMAjicDMAjic Member Posts: 14

    No you can't

  • JamieDJamieD Administrator Posts: 1,145 admin

    Hi @DMAjic. I just recently replied to your other thread requesting a screenshot so I appreciate seeing this as well. From what I can see, you have recently been moved to our latest software which will allow you to change the account type in the chart of accounts section. Please let us know if you run into any further problems regarding this.

  • DMAjicDMAjic Member Posts: 14

    Just got upgraded so now it works

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