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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 week ago

When you view your chart of accounts in Futrli you will see accounts listed in categories. Within each category, you can amend the order the accounts are shown in these categories. Any changes you make 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.

  1. Click Reorder.


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

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

📎NOTE: If you need to move an account from one category to another, you can use the Reclassify option.

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