You can add a new account to your existing Chart of Accounts at any time. First add the new record to the relevant category, then add it to your structure using the Chart of Accounts screen.
Add a new record to a category:
Click Financials, then click Settings, then click Categories.
Select the relevant category and click Edit.
Click Insert New Record, enter the details, then click Save.
Once the record is added to a category, you can then add this new category record using the Chart of Accounts screen.
Add the new category record to an existing structure to build it to a nominal account:
Click Financials, then click Chart of Accounts. 📌 Note: The Chart of Accounts screen opens in View Mode by default.
Set the Chart of Accounts screen to Build Mode by moving the toggle button at the top of the screen to the right.
Expand the structure you want to add the new record to in the left-hand side panel.
In the right-hand side panel, select the check box in front of the structure you are going to add the newly created record to.
Select the checkbox in front of the record and click Add to move it to the right-hand panel.
Click Build at the bottom of the screen.
Make changes if you need to on the Specify Defaults screen and click Save.