Submit a request Sign In
  • Logout
    Home  >   FAQs   >  What is the CoA in Vtiger CRM?
    FAQs in this section
    What is the Chart of Accounts? What are the benefits of CoA? How to Install the CoA extension? What are the types of CRM accounts CoA allows you add? How to add an account to the CoA? What are the fields that have been added to CRM modules with the CoA? What are the modules to which Sales Account and Purchase Account fields are added with the CoA? What are the modules to which Sales Account field is added with the CoA? What are the modules to which Purchase Account field is added with the CoA? What are the Default Tax Modes added in Tax Management with the CoA? What is Org account taxes? What is Contact account taxes? What is Item account taxes? What are the Tax Modes added to sales transaction modules? What are the Tax Modes added to purchase transaction modules? What are CoA Tax Modes for sales transaction modules? What are Org account taxes for sales transaction modules? How to access Org account taxes for sales transaction modules? How to access Contact account taxes for sales transaction modules? How to access Item account taxes for sales transaction modules? What are CoA Tax Modes for purchase transaction modules? What are Vendor account taxes for purchase transaction modules? What are Contact account taxes for purchase transaction modules? What are Item account taxes for purchase transaction modules? How to access Vendor account taxes for purchase transaction modules? How to access Contact account taxes for purchase transaction modules? How to access Item account taxes for purchase transaction modules? What are Contact account taxes for sales transaction modules? What are Item account taxes for sales transaction modules? What is CoA? What are Inventory modules? What is an Item? What is a Purchase account? What is a Sales account? What are Tax Modes? What are Tax Types? Who is a Vendor? What are Sales transaction modules? What are Purchase transaction modules?

    What is the CoA in Vtiger CRM?

    Table of Contents
    Chart of Accounts (CoA) is an accounting add-on in Vtiger CRM. It helps you group and track your financial transactions into different categories for easy accounting and tax management. It is available as an Inventory feature under Inventory Settings. 
    With the CoA addon, you can set up different types of CRM accounts. It also enhances your tax management process bringing about additional tax modes. It helps you link and apply its tax modes for Inventory modules facilitating easier and automated tax updation. It links and auto syncs your Organization’s, Vendor’s, Contact’s and Product’s Sales and Purchase account taxes with Inventory modules.
    Currently, the CoA syncs with MYOB accounting only. The sync is one-way, and you can import data from MYOB into your CRM. 
    The CoA fields in the following modules automatically sync with related fields in MYOB:  
    • Organization
    • Vendor
    • Contact
    • Product
    • Sales 
    • Purchase
    With the CoA, you can:
    • Configure multiple types of CRM accounts.
    • Use the three additional tax modes that have been added to the Default Tax modes.
    • Automatically sync Inventory modules with the Sales and Purchase account’s taxes of related Organizations, Vendors, Contacts and Products.
    • Use the Sales and Purchase account fields that have been added .
    Was this FAQ helpful?
    0  out of  0  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2023 Vtiger. All rights reserved.
    Powered by Vtiger