How to customize default chart of accounts

[Adam Tong]

Hi all,

anyone could kindly tell me how to change the default Chart of Accounts in code? I would like to setup my default chart of accounts for all companies created.

Thank you so much.

[Umair Sayyed]

Hello Adam,

The current structure of Chart of Account allows you:

• Renaming existing groups and ledgers.
• Adding new groups and ledger.
• Converting Group into Ledger and vise versa.
  
• Customize Group/Ledger location by editing Parent Group in Account.
  

Please elaborate which customization function, which is not available for now, which will help you to setup Chart of Account as per your requirement.

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Thanks and Regards,
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www.erpnext.com

[Adam Tong]

I mean how to set my own "default" chart of accounts, which is different from ERPNext's default one? I think it need to change some codes.

e.g. I would like to remove or add some items in the default Chart of Account, which applies to all other new companies when create.

Can you kindly tell me what code and files i need to change for safe?

Thank you.

Umair Sayyed於 2014年3月10日星期一UTC+8下午6時37分45秒寫道：

Hello Adam,

The current structure of Chart of Account allows you:

• Renaming existing groups and ledgers.
• Adding new groups and ledger.
• Converting Group into Ledger and vise versa.
  
• Customize Group/Ledger location by editing Parent Group in Account.
  

Please elaborate which customization function, which is not available for now, which will help you to setup Chart of Account as per your requirement.

On Sun, Mar 9, 2014 at 5:41 PM, Adam Tong <adamto...@gmail.com> wrote:

Hi all,

anyone could kindly tell me how to change the default Chart of Accounts in code? I would like to setup my default chart of accounts for all companies created.

Thank you so much.

--
Note:
 
If you are posting an issue,
1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.
 
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[Anand Doshi]

Hi Adam,

Nabin is working on creating company wise chart of accounts in ver4. Is this what you have in mind?

For v3, have a look at https://github.com/webnotes/erpnext/blob/develop/setup/doctype/company/company.py#L103

Thanks,

Anand.

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[Adam Tong]

HI Anand,

Yes, Thank you so much! It is great!

Adam

Anand Doshi於 2014年3月11日星期二UTC+8上午12時43分07秒寫道：

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Thanks and Regards,
Umair Sayyed
www.erpnext.com

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Note:
 
If you are posting an issue,
1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
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