> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.digitalpurchaseorder.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Chart of Accounts

The **Chart of Accounts** feature in DPO allows you to assign account codes to P.O. items, invoices, and expenses for accurate financial tracking and reporting. This guide explains how to set up your Chart of Accounts, control how account codes are displayed and used, import larger account lists, manage user permissions, and give users access to manage the Chart of Accounts.

### Video Tutorial
Prefer a visual walkthrough? Watch our video tutorial to learn how to set up and manage the **Chart of Accounts** in DPO.


${frame}[](https://www.youtube.com/embed/ccjWH3C0KJg)


### How to Set Up the Chart of Accounts

1. Got to your **Settings → Chart of Accounts**
2. At the top of the page, click **Add new account** 
3. Enter:
* **Account name** (e.g., Marketing Travel)
* **Account code** (e.g., 4010)
4. **Optional**: Assign a **parent account** if you’re working with sub-categories



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1u0u69a.png =939xauto)


###### Display settings
**Choose to show:**

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_18fumai.png =967xauto)



###### Lock the Account Code List (Optional for P.O.s Only)

Enable this setting if users should only be able to select account codes from the predefined Chart of Accounts.

When enabled:
* Users cannot manually enter account codes that are not included in the predefined list.
* Only available account codes from the Chart of Accounts can be selected.



 ![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_vejrsl.png =873xauto)



###### 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**

1. Open **Settings → Users**
2. Open the desired **user profile**
3. Click **Permissions** on the left side
4. Decide whether the user should:
* **only code accounts**
* **only edit**
* **or do both**

*Permissions can be adjusted at any time.*


|| Note: The “Can edit account codes” permission does not allow a user to change existing account codes. An exception applies to approvers: they can enter or change account codes during the approval process if “Can enter account codes” is also enabled.



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1rvyok8.png =971xauto)

######  
###### Import Large Lists (Optional)
*If you want to import a large list, the DPO Support Team can handle the import for you.*

**How it works**

1. Open **Settings → Import**
2. Download the appropriate **import template**
3. Fill in all relevant information such as codes and names
4. Send the completed file to:
         support@digitalpurchaseorder.com

*The DPO Support Team will then upload the data for you.*


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-05-19-at-10380_16pywbb.png =981xauto)


### Create a User Role for Chart of Accounts

You can create a dedicated user role for users who need to manage the **Chart of Accounts** without giving them access to the entire **Settings** section.

1. Go to **Settings → User Roles**.
2. Create or select a role and choose the appropriate level of access to the **Chart of Accounts**:
    * **Read** – View the Chart of Accounts without making changes.
    * **Read & Write** – View and edit the Chart of Accounts.
    * **Read, Write & Delete** – View, edit, and delete entries in the Chart of Accounts.
3. Under **Members**, assign the users who should have this role.


| To learn more about creating and managing user roles, [click here](https://help.digitalpurchaseorder.com/en/article/user-roles-in-dpo-18tuec6/).

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_175vkto.png =1025xauto)



${color}[#0d5068](**Questions or need help?**)
*Our customer support is always available to help with any questions or setup assistance*

**Contact us**
**Email**: [support@digitalpurchaseorder.com](mailto:support@digitalpurchaseorder.com)
Support: +1 888 376 7254
Support Int'l: +44 20 331 88 338
Berlin Office: +49 (0)30 55 572 5956

[Or book a personalized support call](https://calendly.com/d/gpk-ppc-rjg)
We look forward to hearing from you.