Chart of Accounts (COA)

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The Chart of Accounts (COA) is the heart of your financial system. NoteX provides a standard COA out of the box, but you can customize it to fit your needs.

Adding a New Account

// Example API Payload for adding an account
{
    "account_code": "101.01",
    "account_name": "Main Bank Account",
    "parent_id": 1,
    "type": "asset"
}

Always make sure to categorize your accounts correctly into Assets, Liabilities, Equity, Revenue, and Expenses.