Chart of accounts
Set up account groups, detail types, and ledger accounts in AdoxERP.
The chart of accounts is the list of ledger accounts used for journals, vouchers, and financial reports.
Create records in this order: Groups → Detail Type → Chart Of Accounts.
Account groups
Groups classify accounts as Asset, Liability, Income, or Expense. They drive Profit & Loss and Balance Sheet.
- Go to Accounts > Groups
- Add a group — Name, Select Type (Asset, Liability, Income, or Expense), and Sort Order
- Leave it active
Detail types
Detail types sit under a group (for example “Bank” under Assets).
- Go to Accounts > Detail Type
- Add a name and choose the Account Group
Chart of accounts
Each ledger account belongs to a group and detail type.
- Go to Accounts > Chart Of Accounts
- Click add
- Choose Account Group and Detail Type
- Enter Name
- Optionally set Opening Balance and As Of date, plus a Description
- Save
You need at least cash, bank, receivable, and payable accounts before recording payments and receipts.