Build and Maintain the Chart of Accounts
How to Build and Maintain the Chart of Accounts in Muhasib ERP
Overview
This guide will help you create or maintain an account in the correct hierarchy without breaking posting or reporting.
The account becomes available for allowed postings and financial reports.
Who can do this
You need access to Chart of Accounts add/update and any account-head permissions.
Before you start
Confirm account code/name, type, parent, posting/header status, normal balance, reporting purpose, default mappings, historical use, and approval.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Muhasib Financials → Chart of Accounts.
Build and Maintain the Chart of Accounts
Step 1: Search for an existing equivalent account
Step 2: Select the correct parent and account type
Step 3: Enter approved code, name, description, and status
Step 4: Mark posting versus grouping behavior as supported
Step 5: Save once
Step 6: Update accounting defaults only when approved
Step 7: Retire rather than remove historically used accounts where supported
Check your work
Confirm hierarchy, type, status, selection behavior, default mappings, and report placement.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not post to a grouping/header account.
- Never repurpose an account with historical activity for a different meaning.