How do I add a Chart of Accounts in OfficeGX?

To add a Chart of Accounts in the Books module, follow these steps:

1. Login to officegx.com with your administrator credentials or a user account that has the required role access for Books.
2. From the left-hand menu, go to:
   ➤ Books → Chart of Accounts
3. Before creating a new account, ensure that the Account Type is already created:
   o Click the Account Type tab.
   o Click Create New and fill in:
     - Account Type – Enter the type name (e.g., Expense, Income, Assets).
     - Category – Type the relevant category.
   o Click Save.
4. Go back to the Accounts tab.
5. You have two options:
   o Click Seed Standard Accounts to load predefined standard accounts.
   o Click Create New to manually create an account.
6. In the Add Account window, fill in the following fields:
     - Account Type – Select from the dropdown.
     - Account Name – Enter the account’s name.
     - Is Active – Leave checked if you want the account to be active.
     - Make this a sub account – Check if it is a sub-account of another account.
     - Account Code – Enter a unique code.
     - Description – Provide details about the account.

Click Save to create the account.