> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt > Use this file to discover all available pages before exploring further. # Chart of Accounts Manage the Chart of Accounts (COA) used for financial reporting and transaction tracking. Supports creation and maintenance of account types, account categories, and general ledger accounts within the organization's accounting structure. ## Create Account Type Create an Account Type to define a top-level category within the Chart of Accounts structure. Account Types are used to organize account categories and general ledger accounts. The system includes five default Account Types: Assets, Liabilities, Equities, Revenues, and Expenses. A M COA Nav A M COA Create A M COA Create Acct Type A M COA Toggle * **On:** Automatically generates the next available Type Code. When Auto-Generate Code is enabled, the system automatically assigns the next available Type Code. * **Off:** Enter a unique numeric Type Code manually. Manually entered Type Codes must be unique numeric values and can contain up to 8 digits. A M COA Add Select **Add** to complete or **Cancel** to exit without saving changes.  ## Edit Account Type A M COA Edit A M COA Edit C Select **Update** to complete or **Cancel** to exit without saving changes.  ## Create Account Category Create Account Categories within an Account Type to further organize the Chart of Accounts structure. A M COA Create A M COA Category A M COA Gen Code * **On:** Automatically generates the next available Type Code. When Auto-Generate Code is enabled, the system automatically assigns the next available Type Code. * **Off:** Enter a unique numeric Type Code manually. Manually entered Type Codes must be unique numeric values and can contain up to 8 digits. A M COA Category C Select **Save** to complete or **Cancel** to exit without saving changes.  ## Edit Account Category A M COA AC E A M COA AC E Icon A M COA AC Edit C Select **Save** to complete or **Cancel** to exit without saving changes.  ## Create General Ledger Account Create a General Ledger (G/L) Account to record financial transactions within the Chart of Accounts. Configure account settings and classifications to support financial tracking and reporting. A M COA Create A M COA Create GL A M COA GL Toggle * **On:** Automatically generates the next available Type Code. When Auto-Generate Code is enabled, the system automatically assigns the next available Type Code. * **Off:** Enter a unique numeric Type Code manually. Manually entered Type Codes must be unique numeric values and can contain up to 8 digits. A M COA C Select **Create** to complete or **Cancel** to exit without saving changes.  ## Modify General Ledger Account A M COA GL Open A M COA GL Mod * **Edit**: Select **Save** to complete or **Cancel** to exit without saving changes.  * **Delete**: Select \*\*Delete \*\*to complete or **Cancel** to exit without saving changes.  ## View Account Version History A M COA History ## Export Chart of Accounts A M COA Export Download the Chart of Accounts as an xlsx file.\\