For the financial statements or their appendix, a list of only the accounts used or visible in the chart of accounts may be desired.
1. It is possible to select which fiscal year's accounts are displayed in the chart of accounts.
2. Once the desired fiscal year is selected, open all accounts from behind the gear icon. This will display bars for each account in the chart of accounts indicating "Visible" or "Hidden" and "Active" or "Inactive".
3. By clicking the gear icon and selecting
→ "Hide hidden."
the chart of accounts will only display accounts that are "Visible." If an account is set to hidden, it will no longer be shown in the chart of accounts.
4. By clicking the gear icon and selecting
→ "Hide unused."
the chart of accounts will only display accounts that are "Active." The "Active" status indicates whether there have been any transactions recorded for that accounting period. If there are no transactions for an account, it will be displayed as "Inactive" in the chart of accounts. If there are transactions, it will be shown as "Active."
5. The "Visible" selections from the chart of accounts can be exported to Excel or PDF by clicking the gear icon at the top of the page.
Väli