Create customised chart of accounts

In Earny, you can set up your own accounts to ensure your journal entries are customised by account name and account number. 

  • To do this simply go to Earny
  • Click Account on left hand navigation 

  • Click Account on left hand navigation 
  • Click on Import Chart of Accounts to start with a base of accounts. 

  • You can now edit the number and names of each account matching it to the account you have in your accounting system like Bexio or Xero. 
  • For example if I want to change the Account Name and Number for AHV, I would click Edit for 2100 Debtors / AHV/IV/EO - Old Age Contribution and change the number from 2100 to whatever number is in my Bexio account and change name to whatever name is in my Bexio Account. 
  • Once done hit Save. 

  • Once you've updated all your accounts, you can go to the Reports Section
  • Find the month you want to create journal entries
    • Toggle Paid for the month you want to create journal entries for. 

    This will automatically generate a journal entry file which you can download.  

    • There will be two download options:
      • Choose the 2nd, "Download Journal entry COA" if you have specified a chart of accounts that are specific to your account, we will generate the entries based on those specific chart of accounts. 
    • For details on how to set up your specific chart of accounts, please visit "How to set up my company specific chart of accounts"

  • You will get an excel extract. 

  • When the accounting journal has been created, you can go back into your accounting systems like Xero or Bexio.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us