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How to View Your Chart of Accounts

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Written by Marie Burgess
Updated over a month ago

The Chart of Accounts is a comprehensive list of all your firm's financial accounts. It allows you to effectively monitor and manage financial transactions. By accessing the Chart of Accounts, you can view, print, or export account details – supporting better financial oversight and reporting.​

Viewing the ledger (or details) of an account provides a transaction history for that account over time. Each transaction is listed with relevant information and includes a running balance. Account ledgers include:

  • All debits and credits applied to that account.
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  • Key transaction data: date, description, amount, and balance after each transaction.
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  • A clear view of financial activity for monitoring, tracking balances, and account reconciliation.

To view your Chart of Accounts follow the steps below:

  1. Navigate to Accounting > Chart of Accounts.​
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  2. You will see a list of your firm’s Chart of Accounts.
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  3. From this page, you can:

    • View account balances
      Note: Revenue and expense accounts are period-specific and therefore do not show ongoing, cumulative balances. Assets, liabilities, and equity accounts will display balances as they reflect balances that accumulate over time.

    • Add an account

    • Print the Chart of Accounts to generate a PDF file of your account list

    • Export the Chart of Accounts to Excel

Click here for more information on adding a new account.

Viewing an Account Ledger

To view an account ledger follow the steps below:

  1. From your Chart of Accounts, select a specific account by clicking on its account number, account name, account category, or account balance to view its detailed ledger.
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  2. The ledger for that account will display all associated transactions, including contact payments, contact and matter expense payments, firm payments, and journal entries.

  3. You can use the Start Date and End Date fields to narrow your view to a specific date range.
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  4. The Balance column shows the current amount of money in the account after each transaction. This updates automatically as new debits and credits are recorded, providing a real-time view of the account’s financial activity.
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Editing an Account

To edit an account follow the steps below:

  1. Select Edit Chart of Account.
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  2. You may update the account name or number.
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  3. Click Update to save changes, or Cancel to return to your Chart of Accounts.

Note: System-generated accounts (e.g. Retained Earnings) cannot be edited.

Exporting a Ledger

Click the Export button to download all transactions from a specific ledger to Excel for further analysis or recordkeeping.

Troubleshooting: Missing Payment in Ledger

I’m expecting to see a payment within my detailed account ledger, but it’s not showing up.

  1. Locate the payment in the Payment History view and view the individual payment details to confirm the payment has been posted to PantherAccounting Plus.
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  2. Payments are normally posted automatically upon creation.
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  3. If a posting issue occurs:

  • Check the PantherAccounting Plus posted status of the payment.

  • If needed, you can retry the posting.

What Happens Next?

The payment will be posted to PantherAccounting Plus and viewable in your ledger. If posting continues to be unsuccessful please contact our support team.

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