2 years ago
Import your Chart of Accounts for easier reporting and actualizing
You can now import and manage your custom Chart of Accounts in Wrapbook, making it easy to map payables to the correct line number.
To add your Chart of Accounts, go to Company Settings > Accounting Settings > Project Chart Templates, then select +Add Chart. You can choose to start from a blank template or the AICP template, or import your chart as a CSV.
Once your chart (or charts) have been added, you'll be prompted to select a Chart of Accounts during project creation. Line codes will display when mapping and approving payables.
Questions? We're here to help. Reach out to us anytime at support@wrapbook.com