How can I Add an Account Line to a Manual Organisation

Written by Matthew Cawthra


After creating a Manual Organisation in Futrli, you can add new Account Lines to your Chart of Accounts whenever you wish, without performing a subsequent upload. This can be done in the Organisations section of Futrli.

Step One

First, navigate to the Organisations section and locate the Organisation in question. Click on the Settings button, which will be found adjacent to the Organisation. This will take you to the Settings area of the Organisation where edits can be performed:

Step Two

Once in the Settings section, you can select the Account Group in which the new Account Line is going in. Adjacent to the Group, click Create Account:

Screen Shot 2017-01-18 at 11.15.13

Step Three

Your new Account Line can now be created, with Account Name, Opening Balance and Balance Date:

Screen Shot 2017-01-18 at 11.16.44

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