Add default accounts

Columns in the overview

The overview contains the following columns:

Number: The account's unique number.

Type: The account's type can be either:

• Heading

• Sum

• General ledger

Display name: The name shown for the account.

Enabled: If this box is checked, selected accounts will be created as enabled (not hidden).

Is balance account: Indicates whether it is a balance or operating account. The selected account will be created as either an operating or a balance account depending on the choice made here.

Enabled for manual postings: Allows manual postings in a posting journal. If not checked, postings can only be created through the finance module (e.g. invoice or purchase invoice) or the point of sale module. Note that these postings are posted automatically based on the setup in Sapera.

Is customer or supplier required: This field should only be checked for debtor or creditor control accounts.

Create accounts in your own chart of accounts

To create accounts in your own chart of accounts based on default accounts, you must either:

• Manually select the desired accounts in the first column.

• Use the "Select all" function in the menu.

The selected accounts are created automatically in your own chart of accounts and mapped directly to the corresponding default accounts. The accounts are created with the settings shown in the table above.

For further information

For further information about the contents of the default chart of accounts, please refer to the official default chart of accounts prepared by the Danish Business Authority.

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