FAQs in this section
What is the Chart of Accounts?
What is the CoA in Vtiger CRM?
What are the benefits of CoA?
How to Install the CoA extension?
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 are the types of CRM accounts CoA allows you add?
Table of Contents
CoA allows you to add CRM accounts for the following types:
- Sales
- Purchases
- Assets
- Liabilities
- Income
- Expenses
- Assets - Records purchase transactions for your business assets such as equipments, vehicles, buildings, etc
- Liabilities - Records your uncleared business debts such as loans, mortgages, lines of credit, etc.
- Income - Records sales transactions and payments you earn from your day-to-day businesses such as income from rendered sales or services etc.
- Expenses - Records purchase transactions for your business expenses such as operations, advertising, promotion, office - supplies, rent, etc
- Sales - Records all types of sales transactions for your business.
- Purchases - Records all types of purchase transactions for your business.
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