Management Chart Tab

Owned by Patrick Reynolds
Last updated: Oct 03, 2022
1 min read

The “Chart” tab is where the chart of accounts is and houses all debits and credits within Arborsoft as all activity can be bound to these items. You can also edit the items in the list by clicking on the area, making the changes, and save.

Detail

To add a chart item:

  1. Navigate to the Chart tab

  2. Click Insert

  3. Type in the Chart type, Account #, and Description

  4. Type in any other optional fields

  5. Click Save

Remember that when you edit fields in Arborsoft, you need to tab or click out of the field before saving.