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OFBiz Tutorial: Adding GLAccount to Chart of Accounts

by Anil Patel |

Today we will be diving into how one can add GLAccount to Chart of Accounts (CoA) in OFBiz using UI tools. Before you try the steps listed in this OFBiz tutorial, make sure you have a user account with Account Manager role assigned to it.

Go to the “Accounting Manager” application and click on the “Global GL Settings ” menu and then select “Chart of Accounts”, Existing GLAccount list will be shown.

Account Manager Menu

A user can add a New GLAccount to CoA by clicking on the Navigate Accounts tab. The screen shows CoA in a tree structure.

Add a new GL Account

The bottom part of the screen has a form for adding and editing GLAccount.
Edit a GL Account

Fill in the required information for the new GLAccount, click on the “Add” button to add the GLAccount to your CoA. The new GlAccount will be added in Chart of Accounts, you can view it in the CoA tree.

Moving towards the Next Step which is editing GLAccount, Select GLAccount from CoA tree, GLAccount will be available for editing in edit form below the tree. Make necessary changes and save.

Account Navigation

Stay tuned with the OFBiz tutorial to get more examples for your own Business Domain.

-Anil.

Anil Patel
Anil Patel, CEO of HotWax Systems, brings 28 years of experience in business and technology. He's an Apache OFBiz project committer, PMC member, and active community contributor. He led award-winning projects for brands like Quest Telecom, Volvo Commercial Finance, US Bank, and United Airlines. At HotWax, he collaborates with CEOs, CTOs, CDOs, and CIOs of manufacturing companies to deliver innovative supply chain solutions powered by Apache OFBiz.
Anil Patel