What this article covers: How to set up and manage the Common Chart of Accounts (Common COA) in BrizoConsol — adding accounts, using AI Suggest or BrizoFileBot to populate the COA, uploading via CSV, and understanding the account columns.
The Common Chart of Accounts (Common COA) is a standardised account structure used at the group level to map and consolidate financial data from all connected entities. It is the foundation for accurate consolidated reports, KPI calculations, and eliminations — every account from your connected accounting systems maps to an account in the Common COA.
🛈 Note: The Common COA is set up at the group level under Global Settings. It is separate from the individual charts of accounts in each entity's accounting system — those map to the Common COA via Account Mapping.
1. Accessing the Common COA
Go to Global Settings → Common COA from the left navigation. The page shows all accounts currently in the Common COA with five columns:
Column
Description
Code
The account code — used to identify the account across entities and in account mapping
Name
The account name as it appears in reports and dashboards
Section
The functional grouping of the account — e.g. Bank, Fixed Asset, Current Liability. Drives KPI calculations and report layouts. See Account Sections / Class.
Type
The account type as defined in the source data — may match Section or reflect more granular classification from the accounting system
Last Update
When the account was last modified
Use the search bar to filter accounts by code, name, or section. The account count is shown in the bottom-right corner of the page.
2. Populating the Common COA
If your Common COA is empty, BrizoConsol offers four ways to get started:
AI Suggest
Fastest — recommended starting point
Automatically generates a Common COA based on the data from your connected organisations. BrizoConsol analyses the accounts across your entities and proposes a standardised group-level structure. Click AI Suggest (or AI Suggest Common COA from the populated view) to run it. Review and adjust the suggestions before saving.
BrizoFileBot
Extract from your files
Upload a document — such as an existing COA spreadsheet or trial balance export — and BrizoFileBot will extract the account structure from it. Useful when you have an established group COA in a file that you want to import into BrizoConsol.
Upload CSV
Import from a spreadsheet
Import accounts from a CSV file. Use this when you already have a formatted account list ready. Click Upload from the populated COA view and select your CSV file. Ensure your file includes columns for Code, Name, and Section at minimum.
Add Manually
Enter accounts one by one
Add individual accounts directly using the + Add button. Enter the Code, Name, Section, and Type for each account. Use this for adding specific accounts that are missing after an AI Suggest or CSV import, or for building a small COA from scratch.
💡 Tip: If you are starting from scratch, AI Suggest is the fastest approach — it generates an initial structure based on your connected data which you can then refine. Use Upload CSV if you already have a finalised account list in a spreadsheet.
3. Editing and Removing Accounts
Each account in the Common COA has two action icons on the right side of its row:
Icon
Action
✎ Edit
Modify the account's Code, Name, Section, or Type
🗑 Delete
Remove the account from the Common COA — take care when deleting accounts that are already mapped in Account Mapping, as this will break existing mappings
You can also Download the full COA as a CSV file at any time using the Download button at the bottom of the page — useful for exporting the account list for review or sharing with a team member.
4. After Setting Up the Common COA
Once the Common COA is in place, the next step is to map each entity's accounts to it:
1
Review the Common COAConfirm that every account needed for group reporting is present with the correct Section assigned.
2
Go to Account MappingMap each entity's accounts to the corresponding Common COA accounts. See Account Mapping.
3
Run a consolidated report to verifyOpen a P&L or Balance Sheet at group level to confirm that data is flowing correctly from all entities through the mappings.
