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.
- 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.
This will automatically generate a journal entry file which you can download.
- When the accounting journal has been created, you can go back into your accounting systems like Xero or Bexio.