Add a View

Add a new view to customize the layout of your chart of accounts.

One audience may read the information on your chart of accounts differently from another. Add views to create a variety of layouts.

The "Original View", or the way you currently view your chart of accounts, is the default view at first. After you create other views, you can assign one of them as the default instead.

Select these views when you print financial reports.

  1. In the top-left corner, click your ministry hub then Accounting. Then click Ledger Setup > Chart of Accounts.
  2. Click Original View and select Add new view...
  3. Name the view.
  4. If this view is how you read your chart of accounts most of the time, select Make default view.
  5. If you have a previous view that you want to copy, select it from the Copy from another view (optional) list.