Customise your chart of accounts in Kleer
The chart of accounts in Kleer controls which bookkeeping accounts are available and how they behave.
It is based on the BAS chart of accounts and can be customised to the companyâs needs. You find it under Settings > Chart of Accounts.
What you can do with an account
- Add account: set up a new bookkeeping account with an account number and a name.
- Rename: change the name of an existing account.
- Mark as favourite: favourite accounts are the ones that, among other things, become selectable when you build a budget. If an account is missing in the budget, it is usually because it is not marked as a favourite here.
- Activate/deactivate accounts that are, or are not, to be usable.
Sync the chart of accounts to subsidiaries (group)
If you are in a parent company in a group, you can spread the parent companyâs chart of accounts to all subsidiaries in one step. Click Sync chart of accounts to subsidiaries.