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.
Click into the Chart of accounts tab by clicking the Settings dropdown..
Click the Profit & loss or Balance sheet tab.
Click Reorder.
Drag the account and drop it in your desired place.
When you're done, click Save new order.
Alternatively, click Actions for the account you would like to move. You will see the following options:
Move up (unless the account is at the top of the category)
Move down (unless the account is at the bottom of the category)
Move to top (unless the account is at the top of the category)
Move to bottom (unless the account is at the bottom of the category)
📎 NOTE: If you need to move an account from one category to another, use the Reclassify option.
