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Reorder your chart of accounts
Reorder your chart of accounts

How to change the order in which accounts appear within your chart of accounts (COA) in Futrli.

Updated over a month ago

You can rearrange the accounts within each category in your chart of accounts in Futrli. Any changes you make to the order are reflected in any forecast or report you create in the organisation.

For example, in the screenshot below you could move 'Wedding sales' to appear at the bottom of the category.

Income category in Chart of Accounts.

  1. Click the Chart of Accounts tab.

  2. Click the Profit & loss or Balance sheet tab.

  3. Click Reorder.โ€‹

  4. Drag the account and drop it in your desired place.

  5. When you're done, click Save new order.

๐Ÿ“ŽNOTE: If you need to move an account from one category to another, use the Reclassify option.

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