Accounts Setup

Accounts Setup is where the structure of the books lives: Chart of Accounts, Company, Cost Center, Accounts Settings, Fiscal Year, Accounting Period, Accounting Dimension, Finance Book and the Chart of Accounts Importer. The accountant opens it when setting up, when a new fiscal year begins, when adding a cost center such as Marketing - YFF, or when locking a closed period. A wrong change here, such as the wrong root type on an account, misstates every report, so only the Accounts Manager role should edit it.

1. 01Go to Accounts Setup from the sidebar.
2. 02Open Chart of Accounts to see the tree; expand Assets, Liabilities, Income, Expenses.
3. 03Open Fiscal Year and confirm 2083-2084 exists before posting in Shrawan.
4. 04Open Cost Center to add a branch or department.
5. 05Open Accounting Period to lock months already filed with the IRD.
6. 06Open Accounts Settings to set credit controls and rounding behaviour.

Open when setting up the books or adding a new fiscal year.

Fiscal year 2083-2084 running 2026-07-17 to 2027-07-16 is defined here.