Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Chart of Accounts

Updated on January 18, 2022

The chart of accounts associates internal accounts with transactions in an accounting rule. When a debit or credit is defined in an Accounting Step rule to default from the Chart of Accounts, the system performs a lookup of this table to get the account type, account number, bank number, and name of the internal account, and maps it to the debit or credit transaction.

To add or modify, save a copy of the Chart of Accounts – a map value rule named FinChartOfAccts to your ruleset and update it with references to your internal accounts. The following screen shot shows the Chart of Accounts.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us