> ## Documentation Index
> Fetch the complete documentation index at: https://docs.techfootintl.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account/COA

## **What is the Chart of Accounts?**

The **Chart of Accounts (COA)** is like a filing cabinet for your business. It is a list of all the categories (accounts) where you store your money transactions.

For example:

* **Cash Account**: Money you have in hand.
* **Bank Account**: Money in your bank.
* **Rent Expense**: Money you spend on office rent.

***

## **Viewing Your Accounts**

You can look at your accounts in two ways:

### **1. Tree View**

This shows how accounts are related. For example, "Current Assets" might include "Cash" and "Bank".

<Frame>
  <img src="https://mintcdn.com/spreesuite/z3x7OMaDK3rYRHl1/images/Screenshot-from-2026-06-11-12-31-38.png?fit=max&auto=format&n=z3x7OMaDK3rYRHl1&q=85&s=b2381a3a9077baa6282ccbcfc82552a5" alt="Screenshot From 2026 06 11 12 31 38" width="1849" height="932" data-path="images/Screenshot-from-2026-06-11-12-31-38.png" />
</Frame>

### **2. List View**

This shows all your accounts in a simple list, like a spreadsheet. It tells you the name, type, and current balance of each account.

<Frame>
  <img src="https://mintcdn.com/spreesuite/z3x7OMaDK3rYRHl1/images/Screenshot-from-2026-06-11-12-41-49.png?fit=max&auto=format&n=z3x7OMaDK3rYRHl1&q=85&s=8ed7bf21c848c9193064035127604655" alt="Screenshot From 2026 06 11 12 41 49" width="1849" height="932" data-path="images/Screenshot-from-2026-06-11-12-41-49.png" />
</Frame>

***

## **Account Details & Ledger**

When you click on an account name, you can see its **Details**. This shows you every single transaction that has ever affected that specific account.

<Frame>
  <img src="https://mintcdn.com/spreesuite/z3x7OMaDK3rYRHl1/images/Screenshot-from-2026-06-11-12-52-08.png?fit=max&auto=format&n=z3x7OMaDK3rYRHl1&q=85&s=a5912cfa50d16fc89800c2f977ee4676" alt="Screenshot From 2026 06 11 12 52 08" width="1849" height="932" data-path="images/Screenshot-from-2026-06-11-12-52-08.png" />
</Frame>

***

## **Create a new category (Account)?**

1. Go to **Accounting Setup → COA**.
2. Click the **"Tree Structure "**  in tree view.
3. Give it a **Title** (like "New Office Laptop").
4. Pick the **Type** (is it an Asset? an Expense?).
5. Click **Save**. Now you can start recording money in this new category!
   <Frame>
     <img src="https://mintcdn.com/spreesuite/z3x7OMaDK3rYRHl1/images/Screenshot-from-2026-06-11-12-55-56.png?fit=max&auto=format&n=z3x7OMaDK3rYRHl1&q=85&s=b8fe5620b8b7227e2002e9c4fa1ae966" alt="Screenshot From 2026 06 11 12 55 56" width="1849" height="932" data-path="images/Screenshot-from-2026-06-11-12-55-56.png" />
   </Frame>
