Chart of accounts

The chart of accounts is the master list of every account your business posts to — cash, sales, inventory, tax, and so on. Every journal entry, automatic or manual, lands in one of these accounts. It's organised as a tree you can browse, search and extend.

🔷 For managers & admins

Viewing the chart needs accounts.coas.read. Adding, editing and deleting accounts need accounts.coas.create / .update / .delete and the accounting module at full level.

Screenshot pendingRoute /chart-of-accounts with a class expanded and an account selected

Classes, types and accounts in a searchable tree, with a live balance for the selected node.

How it's structured

The tree has three levels:

• Class — the top grouping (see the five below).
• Type — a category within a class (Bank & Cash, Fixed Asset, Revenue…).
• Account — the actual account you post to. Accounts can also nest under a parent account.

The five classes

Every account belongs to one of five classes. ZeylonPOS orders them in this specific sequence (which is not the traditional textbook order) — remember it when you read the chart or a report:

Order	Class	Normal balance	Examples
1	Assets	Debit	Cash, bank, inventory, receivables
2	Liabilities	Credit	Payables, tax owed, loans
3	Expenses	Debit	Cost of goods sold, rent, wages
4	Income	Credit	Sales revenue, other income
5	Equity	Credit	Owner's capital, retained earnings

Why this order?

ZeylonPOS deliberately lists Expenses (3) and Income (4) between Liabilities and Equity, rather than the classic Assets / Liabilities / Equity / Income / Expenses. Reports bucket accounts by this same order, so the sequence above is what you'll see throughout the app.

Browse and read balances

• Search the tree by name or code, and Expand / Collapse all.
• Select an account to see its Account Type, Branch, Normal Balance, and a live Account Summary: Total Debit, Total Credit and the Net balance (with its side).
• Use the Journals Branch selector to view the chart and balances for a particular branch.

Add or edit an account

1. Select a class, type or account in the tree.
2. Select Add Child to nest a new account under it, or Add Root to start a new top-level account under a type.
3. Fill in the form:

Field	Notes
Code	The account number, e.g. 1110
Name	The account name (translatable)
Type	Which class/type it belongs to
Parent Account	Optional — nest it under another account
Description	Optional notes (translatable)
Enabled	Disabled accounts can't be used on new journals

To change an account, select it and choose Edit; to remove one, choose Delete.

Disable, don't delete, used accounts

An account that already has entries shouldn't be deleted. Turn Enabled off to stop it being used going forward while keeping its history.

Next steps

• Accounting overview
• Manual journals
• Balance sheet