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> Use this file to discover available pages before exploring further.
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# Chart of Accounts - Old DPO Design

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.

||| **Already using DPO's new design?** [You can find the corresponding article here](https://help.digitalpurchaseorder.com/en/article/chart-of-accounts-1dh54x0/)

### How to Set Up the Chart of Accounts

1. Got to the **Admin Section > 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/bildschirmfoto-2025-12-30-um-0_9vosih.png)


###### 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/bildschirmfoto-2025-12-30-um-0_u52xgq.png =818xauto)


###### 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


 ![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/bildschirmfoto-2025-12-30-um-0_5rccp7.png)


######  Import Large Lists (Optional)

If you have a large list, let us know and we can import it for you. You can find the import sheet under **Administration > Import**—download the **Chart of Accounts Import Sheet**, fill in all relevant codes and names, and send the completed file to **support.ap@digitalpurchaseorder.com**. DPO Support will upload it for you.


| If a user should be able to create a **P.O., invoice, or Top Sheet** with or without completing the **account fields**, enable the corresponding permission in the user settings.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/account-codes-permission_1reytlm.png =742xauto)


**Any Questions?**
Our support team is happy to help:
Email: support@digitalpurchaseorder.com
Phone: +1 888 376 7254
[Or schedule a free demo](https://calendly.com/d/gpk-ppc-rjg) – we look forward to hearing from you