The SFM Chart of Accounts can be managed and updated using Excel functionality. To ensure a smooth upload, please use the provided SFM Format.

Importing the Chart of Accounts

1. Access Chart of Accounts: Navigate to Current Year > Nominal > Chart of Accounts.
2. Initiate Import: Click the Data Import Button and select Import Chart of Account.
3. Upload File: Choose your Chart of Accounts Excel document and click Import.
   

Exporting Your Chart of Accounts

To export your current Chart of Accounts in the import template format:

1. Click the Print Icon.
2. Select Chart of Accounts.
3. Tick Import Data Layout.
4. Click Export.
5. Select Microsoft Excel Worksheet.