Business, Chart of Accounts, and Owners
Business, Chart of Accounts, and Owners
The Business and Chart of Accounts screen, under the Accounts menu, is where you view the registered business structure, download the updated chart of accounts, and go to the assignment of owners for the approval flow.
The Business screen
At the top, a notice shows the date of the last loaded version of the chart of accounts. Two buttons lead to the main actions:
Download Chart of Accounts: downloads the template spreadsheet with the current structure (businesses, companies, account groups, closing groups, and accounts) for editing.
Update Closing: reloads the closing settings, recalculating deadlines and statuses.
The table lists one business per row, with code, folder, name, and status. The icon in the Accounts column opens the business details and the assignment of owners.
Tip: businesses are not entered manually on this screen. The structure is created and updated through the chart of accounts spreadsheet: you download it, edit the tabs, and upload it back, and the platform builds the folders automatically. To create or update this structure, see "Company and account registration" in Account Analysis Setup.
Assign owners
When you open the details of a business, you can see the closing groups and, for each one, the owners and the SLA for each level of the flow. To assign:
Select one or more groups using the checkboxes.
Click Assign Owner.
Fill in the Owner, Approval Level, and Deadline (days).
Click Save.
The assignment replaces what existed at that level for the selected groups. To unassign, follow the same steps and leave the Owner field blank.
The SLA days are added to the closing start deadline to calculate the expected deadline for each stage, and that is what the Dashboard uses to project progress.
Tip: for many groups and levels at once, use bulk owner updates via spreadsheet, as described in the Bulk Import article.
Where to go next
Bulk Import.
Approval Flow and Reconciliation Cover.