How to Install the CoA extension?
To use CoA accounting with Vtiger CRM, Admin users need to first install the Chart Of Accounts extension. Follow these steps to install the Chart Of Accounts extension: - Log into your CRM account.
- Click the User Menu.
- Click Add-ons on the bottom left corner of the screen.
Or- Click Settings.
- Look for Extensions.
- Click Extension Store.
- Look for the Chart Of Accounts extension.
- Click Install.
- Click Yes to confirm the installation.
Once you have installed it successfully, CoA will be visible under Settings > Inventory.