Managing the Compass Billing Chart of Accounts

Chart of Accounts

Left-hand Navigation: Compass Billing » Compass Billing Options » Chart of Accounts 

The Compass Billing Chart of Accounts is for internal Compass use only and is typically used for receipts only.

Best Practice - Ensure the account names and codes align with external accounting software for easy exporting/importing of data. 

Add 

1. Click "Add" in the top right 
2. Fill in these fields (bolded are req'd):
   1. Account Name 
   2. Account Type 
   3. Account Code 
   4. Receipt 
3. "Create Account"

Deactivate 

• Click "Deactivate" on the right to your desired account

Deactivate All

• Click "Deactivate All"