📘 Screen: Chart of Accounts
The Chart of Accounts screen groups management accounts into an ordered structure, with its own names and codes. It is the step after registering the accounts: the accounts say what each expense and each revenue is; the chart says in what order and under which headings they appear in the management reports and the DRE (income statement).
The screen builds two sets, chosen in the selector on the bar: Chart of Accounts and DRE. Each chart created belongs to the set that was selected at the time it was saved.
📍 Location in the system
Menu: Financial > Chart of Accounts
🧩 Main function
To bring several management accounts together under one grouping — "Crop Expenses", "Grain Revenue", "Administrative" — and set the order in which they appear. The same management account can go into a chart with a code and name different from those in its registry, which lets you adapt the report's naming without touching the original registry.
🧱 How the screen is organized
As in the rest of the web portal, the list is on the left and the registry on the right. The list bar has:
- New and Reload.
- Import 'default' company — opens a window with the charts of upCampo's default company; you check the ones you want and click Import selected. It is the shortcut for anyone starting from scratch.
- Chart of Accounts / DRE — switches the set being shown and the one that will be saved on new charts.
📝 Header fields
| Field | Description |
|---|---|
| Code | Code of the chart, used to sort and identify the grouping. |
| Name/Description | Name of the grouping, the way it should appear in the report (e.g., "LIVESTOCK EXPENSES"). |
| Active | Defines whether the chart is still in use. |
🗂 Account tab
This is where management accounts go into the chart. Save the header first — until it is saved, the import and organize buttons warn that the header needs to be saved.
| Field | Description |
|---|---|
| Account | The management account that goes into the chart. Required. |
| Name/Description | Name under which this account appears in this chart. If blank, the name from the account registry is used. |
| Code | Code of the account within this chart. |
| Order | Position of the account in the chart listing. |
The tab's list shows Account, Classification, Type, Code, Name/Description and Order — Classification and Type come from the management account registry, and they are how you check whether revenue went in where an expense should have.
Tab buttons
- Save, Cancel and Delete — for one account at a time.
- Import — opens the "Import accounts" window, which lists the management accounts not yet used in this chart, with filters by code, description and classification. Check several and import them at once.
- Organize — opens the reordering window, with the Move up and Move down buttons. It is the practical way to fix the order without typing number after number.
- Delete all — clears the chart's accounts. It does not touch the management account registry, only the makeup of this chart.
- Accounts appear grouped and in the order the farm uses to analyze the result.
- You can keep two views — the day-to-day management one and the DRE one — on the same account registry.
- Anyone starting out imports the default company's structure and adjusts it, instead of building everything from scratch.
❓ Frequently asked questions
What is the difference between a management account and the chart of accounts?
The management account is the classification you choose on each entry — "Crop Expenses", for example. The chart of accounts is the grouping of those accounts, with its own order and names, used to organize how the result is read.
What is the DRE option for?
To build a second view of the same accounts, with the Income Statement structure. The selector on the bar switches between the two sets, and each chart is saved in the set it was created in.
I can't import accounts — the screen asks for the header.
Save the chart header first (code, name and active). Only then do the Import and Organize buttons on the Account tab work, because they need to know which chart to link the accounts to.
How do I change the order of the accounts within the chart?
With the Organize button, which opens a window with Move up and Move down. You can also type the number in each account's Order field, but the organizer is faster when the chart has many lines.
Does deleting an account from the chart erase its registry?
No. Deleting on the Account tab — or using Delete all — removes the account from this chart only. The management account registry and the entries made to it stay intact.