How to View Your Chart of Accounts (COA) in TAS
🌟 Why Viewing the Chart of Accounts in TAS is Beneficial
Viewing the Chart of Accounts in TAS provides several advantages:
Enhances financial organization: Keep all your accounts organized in one place, ensuring easier management of your financial data.
Improves accuracy: Regularly viewing your COA helps ensure that all accounts are categorized correctly and entries are accurate.
Supports better financial decision-making: By understanding your accounts and their balances, you can make informed decisions to benefit your business.
🌐 Steps to View Your Chart of Accounts in TAS
Follow these steps to view your Chart of Accounts (COA):
1. ⚙️ Navigate to the Sidebar
On the TAS Dashboard, click on Chart of Accounts (COA) from the sidebar menu.
2. 📋 View the List of Accounts
Once the COA is open, you will find the list of accounts. You can use the search bar to quickly find specific accounts by entering the account name or number. You can also open each account individually to view more details or export the list for further use.
3. 📑 View Account Details (Optional)
To view detailed information about a specific account, click on the account name. This will open the account details, where you can see associated transactions, balances, and other relevant information.
That’s it! 🎉 You have successfully viewed your Chart of Accounts in TAS. Regularly reviewing your COA helps ensure your financial records are organized and accurate, which is essential for effective financial management.