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Creating and archiving an expense account from Analytics
Creating and archiving an expense account from Analytics
Rocío avatar
Written by Rocío
Updated over a week ago

To facilitate the registration process and avoid unintentional errors, in Holded, every time you generate an entry on a purchase invoice, it will be automatically associated to the Purchase of Goods accounting account (No. 600).

But, in case this account assignment is not convenient for you, you can redefine it. For example, you can create new purchase accounts and organise them according to what you want to observe in the Objectives section of the Analytical section.

Bear in mind that according to the General Accounting Plan (PGC), when recording an entry on a purchase invoice, it must be linked to an accounting account for Suppliers (No. 400) and another for Purchases (Group 6).

To create an accounting account from Analytica, you have to:

  1. In the navigation bar, click on Analytical first and then on Objectives.

  2. Click on the Add (+) button in the top right corner and select New expense account.

  3. Select the type of account and type the name to identify the account. If you want, you can also choose a colour to personalise the account.

  4. Click on Create.

And if you want to archive an expense account, you have to:

  1. Go to Objectives.

  2. Click on Sales in the Accounts panel.

  3. Click on the account you want to archive.

  4. Click on archive.

  5. Confirm the action.


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