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.
A user can add a New GLAccount to CoA by clicking on the Navigate Accounts tab. The screen shows CoA in a tree structure.
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.
Stay tuned with the OFBiz tutorial to get more examples for your own Business Domain.
Anil Patel is COO at HotWax Systems as well as an OFBiz project committer, PMC member, and active community contributor. He also studies yoga. Anil will join other HotWax Systems team members and advisors in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and other related topics.