Chart of Accounts

Open Admin → Financials → Chart of Accounts to view the read-only accounts generated from Financials configuration and posted activity.

Chart of Accounts showing Assets and Liabilities, including Cash, Deductible Receivable, Indemnity Reserves, Unpaid Losses, and Indemnity Losses Payable. — The read-only Chart of Accounts is grouped by account class and live financial category, with debits, credits, and balances reflecting the seeded claim activity.

Account Balances

The read-only page groups accounts under Assets, Liabilities, Income, and Expenses, then under the applicable financial category or Policy Billing. Ungrouped accounts, such as Cash, appear directly in their account class. Each group repeats the same balance columns and a subtotal for its accounts. Each policy line item has one account pair: its named account and a Receivable or Payable account. Allowing that item on another invoice type uses the same pair; an invoice type or display-label change does not create another pair.

Field	Meaning
Account Grouping	The account class and financial category or Policy Billing group that organize the account.
Account Name and Key	Human-readable account plus its stable system identifier.
Debit / Credit Badge	The account’s normal balance side. The badge identifies whether debits or credits normally increase that account.
Debits / Credits	Posted activity accumulated on each side. Draft invoices do not post.
Balance	Current balance after netting debits and credits. A red balance sits opposite the account’s normal side.

There are no edit controls here. Change event categories and line items in Event Invoice Types, or shared policy items in Policy Financials. Posted financial activity contributes to their generated accounts. Accounts and Ledger describe the underlying accounting model, while Postings explains the posted debit and credit activity.

Concepts

Guides

Pages

Accounting Model

Account Balances

​Account Balances

Account Balances