Chart of Accounts & Journals
Keep your ledgers organized and accurate.
23 articles
- Adding Chart of Accounts Using PromptsLearn how to add accounts to your Chart of Accounts using simple prompts with Adam
- How to Import Multiple Chart of Accounts RecordsLearn how to import multiple account records to your Chart of Accounts with Adam’s assistance.
- How to Search and Filter Your Chart of AccountsLearn how to quickly find and organize accounts in your Chart of Accounts using search and filter options
- How to Edit a Chart of Accounts RecordLearn how to edit account details like name, code, type, and opening balance directly from your Chart of Accounts table.
- How to Rename a Chart of AccountsRename a Chart of Accounts record quickly using the Rename Account option in the Row Action menu.
- How to Delete Chart of Accounts RecordsRemove one or multiple Chart of Accounts records using the Row Action feature for cleaner data and better organization.
- How to Export Your Chart of AccountsLearn how to download your chart of accounts as an Excel file for offline use or sharing.
- How to View the General Ledger for an AccountQuickly access the General Ledger for any account to review all related journal entries and track transactions.
- Adding Journal Entries Using PromptsLearn how to add journal entries quickly and easily using simple natural language prompts with Adam.
- How to Import Multiple Journal EntriesLearn how to upload multiple journal entries at once with Adam’s assistance.
- How to Search and Filter Your Journal EntriesLearn how to quickly find and organize journal entries using built-in search and filter tools.
- How to Edit a Journal EntryLearn how to update journal details on Adam
- How to Duplicate a Journal EntryQuickly create a copy of an existing journal entry using the Duplicate feature in the Row Action menu.
- How to Delete a Journal EntryRemove one or multiple journal entries using the Row Action feature for cleaner records and accurate financial tracking
- How to Export Your JournalsDownload your journal entries as an Excel file for offline analysis or sharing with your team.
- How to View and Manage Journal EntriesSee all line-by-line records inside a journal entry and make updates as needed
- How to Manage your Fixed AssetLearn how to add fixed assets, and reconcile asset payments with bank transactions in Adam.
- Create and Record Journal EntriesJournals allow you to record transactions that do not originate from invoices, bills, bank feeds, or payroll. This guide explains what a journal entry is, how to create one using…
- Create and Manage Your Chart of AccountsThe Chart of Accounts is the foundation of your financial records. It organizes all the accounts used to record your business transactions, helping you track assets, liabilities, income, and expenses…
- How to Add a Fixed Asset Manually on TymsLearn how to add a fixed asset manually, set up its depreciation schedule, and manage it going forward
- Adding Fixed Assets Using PromptsLearn how to add fixed asset records quickly and easily using natural language prompts with Adam
- How to create manual journal entry on Tyms web applicationLearn how to record financial transactions manually using journal entries, ensure double-entry compliance, and manage them within your general ledger.
- How to Import Fixed Assets in Bulk on TymsLearn how to upload bulk Fixed Assets using the Tyms Excel template.