Is there a way to either import a default chart of accounts that can be used for all clients eg based on Digita?
If not, is there a a way to quickly hide any accounts on the default chart of accounts that clients are unlikely to ever use and use that ‘filtered’ chart of accounts for any clients that we add?
In essence, we want to keep the COA as simple as possible for clients and have a default ‘simple’ COA that we can roll out to all new clients, just adding/unhiding any additional categories that the client may need.
Unfortunately you can not import your own chart of accounts, I checked and there is a similar feature request for this, please feel free to add your vote.