How to map your chart of accounts

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

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.