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Turn On Chart of Account Categories for Use With Lease Charges

Enable a custom account category so it appears as an option when posting charges or credits on a lease.

Written by Samuel

Overview

While DoorLoop's default Chart of Accounts is pretty robust and includes many accounts that you would use when posting a charge on a lease, you may need to add new ones for custom categories you want to use.

The Steps

  1. For account categories that you want to use for lease charges, click Accounting > Chart of Accounts on the main menu.

  2. Find the account you need to edit, click on the 3-dots on the right side of the account line, and select Edit. Please be aware that you can not edit system-critical default accounts.

  3. On the Edit Account window, click on the Lease Options tab. Then toggle on Use this account for Lease Charges.

  4. Click Save to finish.

That's it. The account will now appear in the categories when posting a lease charge.

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