What this article covers: How to view and manage the Chart of Accounts (COA) for an individual entity in BrizoConsol — adding accounts, using BrizoFileBot or CSV upload to populate the COA, and understanding how it relates to Account Mapping and the Common COA.

Every entity in BrizoConsol has its own Chart of Accounts — the list of accounts imported or entered for that entity, reflecting the account structure in its connected accounting system. The entity COA is then mapped to the group-level Common Chart of Accounts so that financial data flows correctly into consolidated reports.

Chart of Accounts (COA) Common COA
Level Individual entity Consolidated group
Found under Organisation Settings Global Settings
Account codes Entity-specific (e.g. SA-1000) Group-level (e.g. G-1000)
Purpose Reflects the entity's own account structure Standardised structure for consolidation

1. Accessing the Chart of Accounts

Go to Organisation Settings → Chart of Accounts from the left navigation. Make sure the correct entity is selected in the top-left organisation selector — the COA displayed is specific to that entity.

The COA table shows all accounts for the entity with five columns:

Column Description
Code The entity's account code as it appears in the connected accounting system
Name The account name as it appears in the accounting system
Section The functional grouping assigned to the account — e.g. Bank, Fixed Asset, Current Liability. Used in KPI calculations and report layouts. See Account Sections / Class.
Type The account type — may reflect a more granular classification from the source accounting system
Last Update When the account was last modified

Use the search bar to filter by code, name, or section. The total account count is shown in the bottom-right corner of the page.

2. Populating the Chart of Accounts

If the COA is empty, BrizoConsol offers three ways to get started:

Add Manually Enter accounts one by one
Add individual accounts using the + Add button. Enter the Code, Name, Section, and Type for each account. Use this for adding specific accounts that are missing after a BrizoFileBot extraction or CSV import, or for building a small COA from scratch.
BrizoFileBot Extract from your files
Upload a document — such as a trial balance export, COA spreadsheet, or financial report — and BrizoFileBot will extract the account structure from it automatically. Useful when the entity's accounting system cannot be connected directly or when you have an existing account list in a document.
Upload CSV Import from a spreadsheet
Import accounts from a formatted CSV file. Click Upload and select your file. Ensure the CSV includes columns for Code, Name, and Section at minimum. Use this when you already have a clean account list ready in a spreadsheet.
💡 Tip: For entities connected to Xero, QuickBooks, MYOB, or Zoho Books, accounts are typically imported automatically when the accounting system is connected — you may not need to populate the COA manually. Check the COA after connecting to confirm accounts have been imported. See Connecting Your Accounting Software.

3. Editing and Removing Accounts

Each account row has two action icons on the right:

Icon Action
✎ Edit Modify the account's Code, Name, Section, or Type — useful for correcting Section assignments that affect KPI accuracy
🗑 Delete Remove the account — take care when deleting accounts that are already mapped in Account Mapping, as this will break existing mappings for this entity

Use the Download button at the bottom of the page to export the full COA as a CSV — useful for reviewing the account list or sharing it for account mapping purposes.

⚠️ Section accuracy matters: Sections determine how accounts are used in KPI calculations — for example, accounts in the Current Asset and Current Liability sections drive the Current Ratio. If a KPI result looks unexpected, check whether the relevant accounts are assigned to the correct Section. See Account Sections / Class for the full reference.

4. Next Steps After Setting Up the COA

1
Review Section assignmentsConfirm that every account has the correct Section — particularly for balance sheet accounts that drive liquidity and leverage KPIs.
2
Map accounts to the Common COAGo to Global Settings → Account Mapping to map this entity's accounts to the group-level Common COA. This step is required for the entity's data to appear in consolidated reports. See Account Mapping.
3
Load or sync financial dataOnce the COA is set up and mapped, go to Organisation Settings → Data Loading to trigger a data sync or upload trial balance data. See Data Loading.