Here is an explanation of how accounts appear in the account tree and how to review and manage the primary and secondary levels to facilitate navigation and organization of accounts within the system. When you enter the account tree, five main accounts will be displayed to you (Assets, Equity, Liabilities, Revenue, Expenses), and you can expand the account tree by clicking the (+) icon next to the account name. The user can control the display of account levels within the account tree easily, whether for main or sub-accounts, which facilitates navigation and viewing accounts clearly and in an organized manner.
Steps and Options
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Expand or collapse any main account individually using the expand icon.
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Use the “Expand All” option located at the top of the account tree to display all sub-accounts at once.
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Use the “Collapse All” option to hide all secondary levels quickly.
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When adding a new account, it automatically appears under its main account while maintaining the hierarchical structure and current expand/collapse behavior.
Benefits
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Improve user experience when reviewing multi-level accounts.
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Reduce time when searching or navigating between accounts.
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Reduce errors when selecting or editing accounts.
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Increase the efficiency of accountants and auditors when dealing with large and complex account trees.
Important Notes
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The feature is available to all users directly without requiring any prior activation.
Search keywords:
Why don’t accounts appear in the account tree and only main accounts are shown?
