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Chart of Accounts

  • 13 April 2022
  • 2 replies
  • 535 views

Hi Team,

 

I have a query on “Chart of Accounts”. If we have a Two companies in a single tenant but we should have two different sets of Chart of accounts for each company. Can we able to do that or can we create Chart of Accounts specific to each company.

Awaiting for your valuable comments.

 

Thanks,

Nithya

2 replies

Kandy Beatty
Rank
Userlevel 7
Badge +16

Hi @nithyashankar71 

Currently they do need to have the same chart of Accounts. Please see this article for reference:

Working With Multiple Companies In Acumatica In a Single Tenant (calszone.com)

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Laura02
Rank
Badge +18

You could use Restriction groups to connect accounts on the chart of accounts to one or more companies. Technically Restriction groups are a work-around that could allow different COA in one tenant.

That being said, I don’t recommend using Restriction Groups to control the COA access. Using restriction groups to grant or hide access to account numbers by company creates lots of maintenance on the restriction groups and financial reporting every time new accounts are added. ~ Just because something is possible, does  not mean we should try it! :-)

 

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~

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