Overview:

The Chart of Accounts (COA) is a structured listing of all accounts used by an organisation to record its financial transactions.

Zumzum Financials Standard Reports are stored in the Zumzum Financials report folder.

Please share this folder with your users who require view access to any of these reports.

Alternatively, you may prefer to create your own reports folder, reports and dashboards.  Start with these reports and save as your own versions.  This approach may also make it simpler for you to share deploy and share reports and dashboards to your users.

To run this report, follow these steps:

Run Chart of Accounts Report

1. Navigate to Financial Reports.
2. Select Chart of Accounts.
3. The report will then run.
4. You can sort the records by descending or ascending by clicking the title of the column.

Learn more about running financial reports in Zumzum Financials.