How do I view or set up the chart of accounts?
ForProperty managers
Who can do this
Organization users with View Accounting and Configure Accounting Settings.
Where to find it
Settings → Accounting → Chart of Accounts ("Manage GL codes and account hierarchy.") → View.
Steps
- Read the accounts, grouped by type (Asset, Liability, Equity, Revenue, Expense). Kera's own accounts carry a System badge.
- If you see "No chart of accounts has been set up yet.", click Set Up Default PM Chart.
- Click Back to return to the settings.
What happens next
The default property management chart loads. "Chart of accounts is already set up" if it already was.
Limits
Landlords don't have a chart of accounts screen; Kera manages their chart for them.
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