Customize the chart of accounts

If you selected a template on which to base your company in the template tab of the Setup Wizard, your company was created with a standard chart of accounts.

To access this report, go to General Ledger > All > Reports > Chart of accounts.

Subscription

General Ledger

Regional availability

All regions

User type Business, Employee, Approval
Permissions Chart of accounts: Run

Customize and run

If you want to see every result for a particular category, do not make selections from any of the data entry boxes. You can run this report without entering any search information. If you do that, however, the report might take a long time to run and might return too many results to be useful.

Before running the report, you can select the types of items to include as well as specify how you want the report to appear.

To customize and run a report:

  1. Set the filters to get the specific data you want.

    • Filters enable you to include or exclude specific types of data in the report, such as customer, item, UPC, value, or account. As a general rule, to get fewer and more precise results in your report, set more filters.

  2. Format the report.

    • Format options will vary from report to report. Generally you can set the layout of the report and arrange how to group and display the data contained in the report.
  3. Type a title, subtitle, and footer for your report.

  4. To view, process, memorize, export, or customize the report or add it to the dashboard, select one of the following options:

    • View: View the report now, in your browser.
    • Print: Display the report now, in printable PDF format.
    • Process & store: Generate the report and store it for later access. Reports can be either stored in the My Stored Reports list or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.
    • Add to dashboard: Add the report to your dashboard.

    • Memorize: Memorize (that is, save) the report so that later you can refer back to it or modify and re-run it.

      You can schedule memorized reports to run on a recurring basis. Intacct can automatically email the reports or deliver them to a cloud storage location.

    • Export: Export the report to a separate file that you can then distribute or save to your local drive. File formats to which you can export the report data vary among reports.
    • Customize: After you run the report, return to the main report page and refine the report further.
    • Email: After you run the report, email to others.

    Some options are only available if you access the report from the Reports center.