# Chart of accounts

Management of general and auxiliary accounting plans in multi-company mode.

When you use simultaneously the **Accounting module** and the **Multi-company module** in Simax, you can define whether you want to:

* use a **chart of accounts common** to all companies (shared chart of accounts), or
* assign **a separate chart of accounts** to each company.

To activate the accounting module, go to **Settings > Plug-ins and options, check | Accounting |, \[\[ Save ]].**

## Shared chart of accounts

Accounting charts can be shared for both the general accounting chart account and auxiliary charts account.

To tell Simax that you want a common chart of accounts, go to **Settings > Plug-ins and options, \[\[Accounting]]**, and uncheck **|Separate charts of accounts|.**

<figure><img src="/files/kc9oyKGgM8CEJJazqv5K" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Throughout the Simax software:

* If the **“Group company**” field in a record **is empty, the item is available to all companies.**
* If a company **is specified**, the item is reserved for that **company only.**
  {% endhint %}

### Shared general chart of accounts

Go to **Accounting > Basic Files > General Chart Accounts.**

<figure><img src="/files/3ZIpizaoGLsOw4HrGz67" alt=""><figcaption></figcaption></figure>

You can view/create/edit/delete accounts.

### Shared auxiliary chart of accounts

Go to **Accounting > Basic Files > Auxiliary Chart Accounts**

<figure><img src="/files/zNEapU67oew3oAmGjkFO" alt=""><figcaption></figcaption></figure>

You can view / create / modify / delete.

{% hint style="info" %}
You can also go to e**ach customer/supplier/employee** file to assign them their account.

You can then assign the **corresponding auxiliary account in each customer/supplier/employee file.**

* Simax **automatically creates** a supplier's auxiliary account when it is created.
* For a customer, the auxiliary account is **created automatically** as soon as they are no longer a prospect type.
  {% endhint %}

### Default shared accounts

Default accounts are also unique and configurable in **Settings > Plug-ins and options, \[\[Accounting]], \[Default accounts].**

<figure><img src="/files/lf4JKmiHTneBgeJmY2o6" alt=""><figcaption></figcaption></figure>

### Separate chart of accounts

Each company can have its own chart of accounts

If you prefer each company to have its own chart of accounts:

Go to **Settings > Plug-ins and option, \[\[Accounting]], check | Separate charts of accounts|.**

<figure><img src="/files/3uYQG9L070xMzMBno2xI" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Throughout the Simax software:

* If the **“Group company” field** in a record is empty, **the item is available to all companies.**
* If a company is specified, the **item is reserved for that company only.**
  {% endhint %}


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