Use the Print PDF link on the Chart Of Accounts home screen to get a list in the PDF form

Financials-List of accounts PDF-CREST ERP

If you want to list accounts selectively, use the Search option with which you can list a single account, searching by its account code or name. You can list a collection of accounts, searching by Account Type or Account Class.

Financials-Search and browse GL accounts-CREST ERP

To access a GL account from the organisation you are logged in to, go to Organisation GL Settings > Chart of Accounts Mapping. Look up the account and click Search

Financials-Search GL Account-Oragnisation-CREST ERP

Click on the account link in the search result

Financials-GL Account search result-CREST ERP

The account opens under Global GL Settings.

In the alternative, you can go to Global GL settings > Navigate Accounts and access the account from the account tree.

Financials-GL account tree-CREST ERP

You can also export the Chart of Accounts to Excel/CSV formats

Financials-Export chart of accounts-CREST ERP

Last modified: Feb 13, 2021

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