Chart of accounts

Find out how to correctly configure the chart of accounts for efficient accounting management.
The chart of accounts

The chart of accounts

The chart of accounts is essentially made up of accounts. The accounts are "containers" that collect, when invoices, payments and other accounting operations are recorded, financial or economic values. 

Account characteristics

Account characteristics

The main characteristics of the accounts are: type, (Balance sheet or profit & loss), unique numerical code, name and, optionally, a predefined VAT code can be associated. 

Account Ledgercard

Account Ledgercard

In the list of the chart of accounts, view the account ledgercard, which displays all the movements in the account and the related account balance. 

Account Budgets

Account Budgets

In the list of the chart of accounts you can access the budget for each account, which allows you to record budget values by periods and then be able to compare them with the actual values. 

Import chart of accounts

Import chart of accounts

Import the chart of accounts from an Excel file in .csv format should you wish to upload your own list of accounts

Import budgets into accounts

Import budgets into accounts

Imports budget values for each ledger account from an Excel file in .csv format. 

Account Balances

Account Balances

It is always possible to see the balance of each account or group of accounts with all the updated data. 

Predefined structure in Reviso

Predefined structure in Reviso

The structure of the chart of accounts that Reviso provides is based on the standard structure of the chart of accounts for SMEs. 

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Always have the upto date situation of the accounts at hand.
It's essential enabling us to better plan the activities of our agency.

Client