Chart of Accounts in DPO

The Chart of Accounts feature in Digital Purchase Order allows you to assign account codes to P.O. items for accurate financial tracking. It's essential for managing department budgets, monitoring cost centers, and aligning with accounting systems. This guide shows you how to set up your chart of accounts, import multiple entries, and apply codes during P.O. creation for better financial control.

How to Set Up the Chart of Accounts

Got to your Settings > Chart of Accounts
At the top of the page, click Add new account
Enter:

Account name (e.g., Marketing Travel)
Account code (e.g., 4010)

Optional: Assign a parent account if you’re working with sub-categories

Display settings

Choose to show:

Just the name
Just the code
Or both in dropdown lists (Name + Code)

Lock the Account Code List (Optional)

Enable this setting to prevent users from entering unapproved codes
Only the predefined list will be available during P.O. creation

Permission for Account Fields

If a user should be able to create P.O.s, invoices, or expense reports with or without account coding, enable the corresponding permission in the user settings.

How to Configure the Permission