Manage a ledger account

The account record shows the fixed account number and default tax treatment of one ledger account. You need access to the administration and an active Billnado licence.

Ledger account

Field	Meaning
Account class	The main group in the chart of accounts. This field is read-only.
Account category	The accounting subgroup within the class. This field is read-only.
Number	The four-digit part of the account number. This field is read-only.
Description	The recognisable name describing what the account is used for. You can change this text.

The class, category and number together form the full account number. Because these parts are fixed after creation, create a new account if you need a different number.

Tax settings

You can change Always register account as an expense, the VAT deductible portion as a percentage, the Professional portion as a percentage and the Tax deductible portion as a percentage. The VAT and professional percentages must be between 0% and 100%; the tax-deductible percentage cannot be negative.

The selected values determine the account’s default tax treatment. Confirm changes with your accountant where necessary.

System information

Created on shows when the account was added. Last modified shows when its information was last saved. Both fields are read-only.

Changes and deletion

After you change a value, Reset and Save appear. Reset restores the last saved information; Save stores the changed description and tax settings.

When there are no unsaved changes, Remove number is available. It requests double confirmation and permanently deletes the ledger account.

Important: deletion cannot be undone from this page. If an account was incorrect, create a new account with the correct numbering where necessary.

Related documentation

• View and manage ledger accounts
• Create a ledger account