The Finance Chart of Accounts screen is used to search and review account numbers, descriptions, account types, and account status.
What this screen is for
Use Chart of Accounts in Finance when you need a quick read-only view of accounts available to finance workflows and reports.
This is not the account maintenance screen. Add accounts, edit descriptions, edit type details, activate accounts, and deactivate accounts from the System Settings accounting screen.
Screen paths
- Dashboard > Finance > GL & Close > Chart of Accounts
- Dashboard > Finance > Reports > Chart of Accounts
Both paths open the same Finance Chart of Accounts screen. This page is the canonical documentation for that shared read-only screen.
Account list
The list shows:
| Column | What it shows |
|---|---|
Account Number |
GL account number. |
Description |
Account description. |
Type |
Account type, such as Asset, Liability, Equity, Revenue, or Expense. |
Status |
Account status shown by the screen. |
In normal finance use, this screen loads the active chart of accounts used by account selectors and reports.
Search
Use the search field to filter by:
- Account number.
- Description.
- Account type.
- Status text.
The search runs inside the loaded list. It does not add, edit, activate, or deactivate accounts.
What happens behind the scenes
Opening the Finance Chart of Accounts screen does not change records.
PAX reads chart of accounts records and displays account number, description, type, and status. This same account setup is used throughout finance workflows, reports, depreciation setup, journal entry account selection, and GL reporting.
Account maintenance is handled separately in System Settings so account setup changes are controlled outside the reporting view.
Troubleshooting
An account is missing from the Finance list
Likely cause: The account is inactive or not configured for normal finance selection.
Safe fix: Review account setup in System Settings Chart of Accounts Overview.
Contact support if: The account is active in settings but does not appear where expected.
I cannot edit an account here
Likely cause: This Finance screen is read-only.
Safe fix: Use the System Settings accounting screen for account maintenance.
Contact support if: You need account maintenance access and the settings screen is unavailable.