How to restrict the Chart of Accounts (CoA) for non-inventory items in Peakflo?

Peakflo allows finance teams to control which CoAs appear in dropdowns for non-inventory line items such as bills, purchase orders, or invoices. This helps reduce errors, keeps data clean, and ensures only valid CoAs are used

To manage CoAs, follow the steps below:

1. Navigate to "Settings" and select "Chart of Accounts List".

2. In the "Active" column, use the toggle switch to enable or disable a Chart of Accounts as needed.

Enabled CoAs: Visible in dropdowns for all line items.
Disabled CoAs: Hidden from dropdowns for non-inventory line items, but still shown for inventory items.

If a CoA is enabled in your accounting system, it stays enabled in Peakflo.
If a CoA is disabled in your accounting system, it becomes disabled in Peakflo.
When editing an old line item, the disabled CoA will show in the field, but won’t appear in the dropdown list if you try to change it.

To ensure accurate financial classification, you can configure the Chart of Accounts (CoA) field as mandatory for bills or purchase orders. For setup assistance, contact support@peakflo.co