In Futrli, you can view and manage your accounts' categories from the Chart of Accounts tab. You can reorganise the groups and categories for both profit & loss and balance sheet accounts.
Your accounts will appear under collapsible account categories and their groups that you can click to collapse or expand.
On this page, you can do the following:
Sync your data
Search an account
Reorder groups and accounts within groups
Reclassify which category an account sits in
Create a group within a category
Set up switch rules for balance sheet accounts
📎NOTE: Changes you make to your COA in Futrli don't affect your data source in your integrated accounting software.
Sync data
Your data in Futrli syncs with your integrated accounting software daily. It will tell you how long ago it was last synced. You can click Sync now in the top right to update the synced data.
Search
If you have a lot of accounts in your COA, you can save time trying to find the account you're looking for. Simply use the search bar in the top right.
Reorder
You can amend the order your accounts show within their account category or groups.
Reclassify
Use this option to move an account to sit within a different account category.
Create group
You can create groups within categories to help organise your accounts.
Apply a switch rule to a balance sheet account
When you click the Balance sheet tab, accounts have a Switch rule toggle. This allows you to move accounts between categories depending on whether the balance of the account is negative or positive.