Setup page · General ledger
Chart of accounts
A chart of accounts is a structured list of a legal entity's general ledger accounts that defines its financial framework and can be shared by legal entities.
- Used by
- Accountant, Accounting manager, Accounting supervisor and 8 more roles
- Business process
- Develop chart of accounts strategy
- Menu item
LedgerChartOfAccounts- Main table
LedgerChartOfAccounts- Data entity
LedgerChartOfAccountsEntity- Setup steps
- 1 on this page
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Everyone
1What it is and why
| What it is | A chart of accounts is a structured list of a legal entity's general ledger accounts that defines its financial framework and can be shared by legal entities. |
|---|---|
| What you do here | Used to create the chart of accounts and its main accounts; each legal entity's chart of accounts is selected on the Ledger page. |
| Example | An expense account that is further tracked with financial dimensions named Department, Cost center, and Purpose. |
Functional consultant · Solution architect
2Where it fits
| Business process | Define accounting policies › Develop chart of accounts strategy |
|---|---|
| Menu path | General ledger › Chart of accounts › Accounts › Chart of accounts |
| Set up first | — |
| Used next by | Ledger Microsoft Learn ↗Main accounts Microsoft Learn ↗Configure account structures Microsoft Learn ↗ |
| Related pages | Main account categories Microsoft Learn ↗Financial dimensions Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Step by step, with screenshots
Set up Chart of accounts1 screen
Used to create the chart of accounts and its main accounts; each legal entity's chart of accounts is selected on the Ledger page.
Screen 1
Create the chart of accounts
Go to General ledger > Chart of accounts > Accounts > Chart of accounts
- Select New and enter the chart code and description
- On the Main accounts FastTab, select New to add each account
- Check that 610100 is listed as an Expense account
1Charts of accounts BEAT 3Main account 610100 Name Atlas procurement expense Main account type Expense 
Show the full screen
page title tab to open what to set or check
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Charts of accounts | — | BEAT | — |
| Main account | — | 610100 | — |
| Name | — | Atlas procurement expense | Name |
| Main account type | — | Expense | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Chart of accounts | — | — |
Solution architect
5Design impact
| Shared or per company | Shared: the same records are used by every legal entity. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | LedgerChartOfAccounts Checked in Dynamics 365 |
|---|---|
| Form | LedgerChartOfAccounts Checked in Dynamics 365 |
| Table | LedgerChartOfAccountsShown as “Chart of accounts” in Record infoKey field: NameChecked in Dynamics 365 |
| Data entities | LedgerChartOfAccountsEntityChart of accounts Microsoft data model ↗LedgerLiquidityDependencyEntityLiquidity dependent accounts Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain chart of accounts LedgerChartOfAccountsMaintainchart of accounts configuration -ViewDimensionConfigureAccountStructure: LedgerChartOfAccountsViewDutiesInquire into chart of account master LedgerChartOfAccountsInquireMaintain chart of accounts master LedgerChartOfAccountsMaintain11 security rolesBudget clerkBudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts payable manager VendInvoiceAccountsPayableManager |
| Actions on the page | Buttons: Automatic account type selectionChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=LedgerChartOfAccounts |
|---|---|
| Integrate with | LedgerChartOfAccountsEntity data entity Microsoft data model ↗ |
| Table definition | LedgerChartOfAccounts columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/general-ledger/plan-chart-of-accounts
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/ledger/main/ledgerchartofaccounts
- learn.microsoft.com/dynamics365/finance/general-ledger/plan-chart-of-accounts
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page, the demo records and the values in the screenshots.