How to activate or disactivate ledger account visibility

Adjust ledger account visibility

1. Go to Settings.

    

   • In Accounting Start, click More, Settings

2. Select Business Settings.

3. Under Financial Settings, click Chart of Accounts.

4. Review the list of ledger accounts included in your chart of accounts.

If the account exists

1. Click the required ledger account.
2. Select Included in Chart.
3. Under Visibility, select the areas where you want the ledger active.
   • Journals and Reports are selected by default
   • Bank selects automatically for ledgers linked to bank accounts created in Banking
     • You can only assign bank‑type ledgers through Banking when you create or edit a bank account
     • The system automatically adds these ledgers to your chart of accounts
   • Sales and Expenses activate ledgers when creating invoices
   • Other Payments and Other Receipts activate ledgers when creating banking entries

    

4. Click Save.