Chart of Accounts

The Charts of Account section in Tactani allows users to manage their financial accounts effectively. When you first navigate to this section, you’ll be presented with a list of existing charts of accounts. From here, you can create new ones by clicking the Create button, which will open a form for you to fill out. After completing the form, click Create, and the new chart of account will appear in the list.

In the list view, you can also edit or delete any existing chart of account. To edit, simply click the Edit button on the right side of the account you want to modify. A form identical to the create form will appear, but this time the fields will be filled with the existing data. Make any changes you need, and click Update to save them.

If you wish to delete a chart of account, click the Delete button next to the account. A pop-up will appear asking you to confirm the deletion. Click OK to proceed, or Cancel if you change your mind. If confirmed, the selected chart of account will be removed from the list.