How to customize default chart of accounts

Hi all,

anyone could kindly tell me how to change the default Chart of Accounts in code? I would like to setup my default chart of accounts for all companies created.

Thank you so much.




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Hello Adam,

The current structure of Chart of Account allows you:
  • Renaming existing groups and ledgers.
  • Adding new groups and ledger.
  • Converting Group into Ledger and vise versa.
  • Customize Group/Ledger location by editing Parent Group in Account.

Please elaborate which customization function, which is not available for now, which will help you to setup Chart of Account as per your requirement.



On Sun, Mar 9, 2014 at 5:41 PM, Adam Tong <ad...@gmail.com> wrote:
Hi all,

anyone could kindly tell me how to change the default Chart of Accounts in code? I would like to setup my default chart of accounts for all companies created.

Thank you so much.




Note:



If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.



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--
Thanks and Regards,
Umair Sayyed
www.erpnext.com



Note:

 

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  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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I mean how to set my own "default" chart of accounts, which is different from ERPNext's default one? I think it need to change some codes.

e.g. I would like to remove or add some items in the default Chart of Account, which applies to all other new companies when create.

Can you kindly tell me what code and files i need to change for safe?

Thank you.

Umair Sayyed於 2014年3月10日星期一UTC+8下午6時37分45秒寫道:
Hello Adam,

The current structure of Chart of Account allows you:
  • Renaming existing groups and ledgers.
  • Adding new groups and ledger.
  • Converting Group into Ledger and vise versa.
  • Customize Group/Ledger location by editing Parent Group in Account.

Please elaborate which customization function, which is not available for now, which will help you to setup Chart of Account as per your requirement.



On Sun, Mar 9, 2014 at 5:41 PM, Adam Tong <ad...@gmail.com> wrote:
Hi all,

anyone could kindly tell me how to change the default Chart of Accounts in code? I would like to setup my default chart of accounts for all companies created.

Thank you so much.




Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note



    You received this message because you are subscribed to the Google Groups “ERPNext Developer Forum” group.

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For more options, visit https://groups.google.com/d/optout.




--
Thanks and Regards,
Umair Sayyed
www.erpnext.com



Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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Hi Adam,

Nabin is working on creating company wise chart of accounts in ver4. Is this what you have in mind?


Thanks,
Anand.


On Mon, Mar 10, 2014 at 9:54 PM, Adam Tong <ad...@gmail.com> wrote:
I mean how to set my own "default" chart of accounts, which is different from ERPNext's default one? I think it need to change some codes.


e.g. I would like to remove or add some items in the default Chart of Account, which applies to all other new companies when create.

Can you kindly tell me what code and files i need to change for safe?


Thank you.

Umair Sayyed於 2014年3月10日星期一UTC+8下午6時37分45秒寫道:
Hello Adam,

The current structure of Chart of Account allows you:
  • Renaming existing groups and ledgers.
  • Adding new groups and ledger.
  • Converting Group into Ledger and vise versa.
  • Customize Group/Ledger location by editing Parent Group in Account.

Please elaborate which customization function, which is not available for now, which will help you to setup Chart of Account as per your requirement.



On Sun, Mar 9, 2014 at 5:41 PM, Adam Tong <ad...@gmail.com> wrote:
Hi all,

anyone could kindly tell me how to change the default Chart of Accounts in code? I would like to setup my default chart of accounts for all companies created.

Thank you so much.




Note:



If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.



    End of Note



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For more options, visit https://groups.google.com/d/optout.




--
Thanks and Regards,

Umair Sayyed
www.erpnext.com



Note:



If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.



    End of Note



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Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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HI Anand,

Yes, Thank you so much! It is great!

Adam

Anand Doshi於 2014年3月11日星期二UTC+8上午12時43分07秒寫道:
Hi Adam,

Nabin is working on creating company wise chart of accounts in ver4. Is this what you have in mind?


Thanks,
Anand.


On Mon, Mar 10, 2014 at 9:54 PM, Adam Tong <ad...@gmail.com> wrote:
I mean how to set my own "default" chart of accounts, which is different from ERPNext's default one? I think it need to change some codes.


e.g. I would like to remove or add some items in the default Chart of Account, which applies to all other new companies when create.

Can you kindly tell me what code and files i need to change for safe?


Thank you.

Umair Sayyed於 2014年3月10日星期一UTC+8下午6時37分45秒寫道:
Hello Adam,

The current structure of Chart of Account allows you:
  • Renaming existing groups and ledgers.
  • Adding new groups and ledger.
  • Converting Group into Ledger and vise versa.
  • Customize Group/Ledger location by editing Parent Group in Account.

Please elaborate which customization function, which is not available for now, which will help you to setup Chart of Account as per your requirement.



On Sun, Mar 9, 2014 at 5:41 PM, Adam Tong <ad...@gmail.com> wrote:
Hi all,

anyone could kindly tell me how to change the default Chart of Accounts in code? I would like to setup my default chart of accounts for all companies created.

Thank you so much.




Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note



    You received this message because you are subscribed to the Google Groups “ERPNext Developer Forum” group.

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For more options, visit https://groups.google.com/d/optout.




--
Thanks and Regards,

Umair Sayyed
www.erpnext.com



Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note



    You received this message because you are subscribed to the Google Groups “ERPNext Developer Forum” group.

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For more options, visit https://groups.google.com/d/optout.



Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note



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Now you can contribute the chart of accounts for your country via Contribute Chart of Accounts for your country