How do I define my chart of accounts in OM Finance ?

When creating a new data file, Office Maker Finance displays a dialog asking to choose a chart of accounts to import. Select the chart of accounts according to your field of activity or click on None if you prefer to create your own chart of accounts.

You can then modify your chart of accounts, with some restrictions if you have already associated entries to accounts. It is therefore preferable to finalize your chart of accounts before starting to use it.

You can create accounts manually at any time: in the Accounts file (accessible via the Data menu), choose the Action>New command or click on the New button. Fill in the fields and validate the record.

The import of an existing chart of accounts is also possible: in the Accounts file, choose the File>Import command and select the import format to be used: Office Maker Exchange or Chart of Accounts .

If you also use OM Business or OM Staff, we recommend that you export the chart of accounts to OM Business or OM Staff. It is indeed important that all the Office Maker programs of the same company are based on the same chart of accounts in order to exchange data.