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How to map your chart of accounts

  • Updated

 

To map your chart of accounts:

  1. Click Settings

  2. Click Chart of Accounts 

  3. Select the corresponding Accounting Code for each expense category from the drop-down list

  4. Turn-off any irrelevant default categories

  5. All updates will automatically Save

 

If you have a more comprehensive chart of accounts you can create your own custom categories. To create custom categories:

  1. Click the toggle to turn on Custom Categories

  2. Enter a unique Category Name. We recommend keeping category names simple so that staff members can understand them and make the right choice.

  3. Select the corresponding Accounting Code for each expense category from the drop-down list

  4. All updates will automatically Save

 

If you would like to display a sub-set of your accounting codes to specific groups of people:

  1. Click the ... button

  2. Click Display in Selected Budgets

  3. Select the specific budgets where you would like this category to be available

  4. Click Save on the pop-up modal

  5. Click Save at the bottom of the page to complete your mapping

 

Please note, before starting you will need to have either integrated DiviPay with your accounting software or uploaded your Chart of Accounts via a CSV upload.