Chart of Accounts (COA)

A chart of accounts (COA) is a financial organizational tool that provides a complete listing of every account in a company's general ledger. A Chart of Accounts includes a unique account for each type of asset, liability, equity, revenue and expense. It is an organizational tool that provides a breakdown of all the financial transactions that a company conducted during a specific accounting period, broken down into subcategories.

For example, you might have Chart of Accounts based on region:

Each of these COA sources has groupings (general ledger entries) such as:

When defining Archibus accounts in the Accounts table, you can optionally associate each account with a COA Grouping, so that Archibus can summarize your transactions by COA Groupings.

See account.