Page "Chart of Accounts"
ID 16
Namespace: Microsoft.Finance.GeneralLedger.Account
Primary interface for managing the complete chart of accounts structure with hierarchical display and account operations. Provides comprehensive account management including creation, modification, analysis, and reporting functionality.
Remarks
Key functionality: Account overview, balance inquiries, account setup, dimensional analysis, reporting navigation. User workflow: Central hub for all general ledger account operations and financial structure management. Extensible via page extensions for additional columns, actions, and account-specific functionality. Supports indented display for account hierarchies and integrated financial reporting access.
Properties
| Name | Value |
|---|---|
| ApplicationArea | #Basic,#Suite |
| Caption | Chart of Accounts |
| CardPageID | Page Microsoft.Finance.GeneralLedger.Account."G/L Account Card" |
| PageType | List |
| QueryCategory | Chart of Accounts |
| RefreshOnActivate | True |
| SourceTable | Table Microsoft.Finance.GeneralLedger.Account."G/L Account" |
| UsageCategory | Lists |
| AdditionalSearchTerms | Account List, Financial Accounts, Ledger Overview, Balance Sheet Accounts, G/L Overview, Accounting Chart, Financial Chart, Ledger Chart, G/L List, Account Chart, CoA |
| AboutTitle | About the chart of accounts |
| AboutText | The chart of accounts is the core of the financials. It's used to group income and expenses in the income statement and balance sheet. Define indentation levels for a structured overview of your financials. The chart of accounts should reflect how the business is organized. |