Chart of accounts

Until accounting is enabled, your tenant has no chart and no journal entries are posted. Open Tenant > Accounting > Settings and click Enable accounting. flows.care seeds the default chart, currency catalogue, and event-to-account mappings in one transaction. The action is idempotent — clicking it again just fills in any new defaults without touching customisations you've made.

Before you click Enable accounting, pick the code style that matches your bookkeeping convention. New tenants default to Segmented 4-3-3 (e.g. 1100-010-000 Cash) which leaves room for cost centers and large charts. Flat 7-digit (e.g. 1100010 Cash) is the same capacity without separators. The choice is locked once the chart has been seeded, so confirm with your accountant before enabling. Existing accounts can be renamed individually afterwards if you want to refine specific codes.

Accounts are classified as Asset, Liability, Equity, Revenue, or Expense. Each account belongs to a single type, which drives where it appears on the financial reports.

From Tenant > Accounting > Chart of accounts > New, enter the account code, name (English and Arabic), parent account (for sub-accounts), and type. The searchable account picker used elsewhere in the app picks up new accounts immediately.

Tenant > Accounting > Settings lets you map system events (invoice posted, payment received, refund issued, package enrolment recognised) to specific accounts. Default mappings work out of the box; override them only when you have a clear reason.