Accounting
Invoice Crowd organizes accounts as a tree across Assets, Liabilities, Equity, Income and Expense. Add your own accounts and sub-accounts, edit what belongs to you, or hide a system default without deleting the shared chart.
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How it works
The chart is the classification layer used by invoices, expenses, payments and reports. Its strongest feature is practical control: custom rows are yours to manage, while shared defaults can be hidden and brought back.
Five families, with a tree underneath each one.
The SPA separates Assets, Liabilities, Equity, Income and Expense into familiar tabs, while the all-accounts view keeps the whole tree visible. Parent and child rows make the classification easier to scan than a flat category list.
Choose the account type, subtype, parent or sub-account position, account number, name and description. The account becomes available to the tenant's accounting pickers after it is saved.
Personalize the chart without erasing shared seed data.
A shared default is hidden through a user-specific relation rather than removed from the database. The Hidden Accounts tab lets you retrieve it later if the classification becomes useful again.
A custom account can be deleted, but the current chart workflow does not cascade that decision into every historic row that may reference it. Review use before deleting an account that has already classified transactions.
The chart classifies records; it is not the posting engine by itself.
The feature is a CRUD surface over the Categories table; there is no separate active Accounts model behind the screen. Journals and reports refer back to these category rows.
Renaming or moving an account changes the classification record, not the factual source documents that created earlier activity. Historic correctness still depends on the entries and report paths that use the chart.
Built in
Account structure, ownership rules and the limits that matter before you reorganize a live set of books.
The SPA separates Assets, Liabilities, Equity, Income and Expense into familiar tabs, while the all-accounts view keeps the whole tree visible. Parent and child rows make the classification easier to scan than a flat category list.
Choose the account type, subtype, parent or sub-account position, account number, name and description. The account becomes available to the tenant's accounting pickers after it is saved.
A shared default is hidden through a user-specific relation rather than removed from the database. The Hidden Accounts tab lets you retrieve it later if the classification becomes useful again.
A custom account can be deleted, but the current chart workflow does not cascade that decision into every historic row that may reference it. Review use before deleting an account that has already classified transactions.
The feature is a CRUD surface over the Categories table; there is no separate active Accounts model behind the screen. Journals and reports refer back to these category rows.
Renaming or moving an account changes the classification record, not the factual source documents that created earlier activity. Historic correctness still depends on the entries and report paths that use the chart.
Assets, Liabilities, Equity, Income and Expense are the five top-level families.
Group a tenant-owned account under an appropriate parent.
Hide a shared row without deleting it for everyone.
Use the separate Manual Journals screen for balanced adjustment entries.
Inspect transaction-level movement for an account and period.
See how the accounting surfaces fit together.
Questions
Invoice Crowd's chart of accounts is the categorized tree used to classify financial activity. It groups accounts under Assets, Liabilities, Equity, Income and Expense and lets a business add its own parent or sub-accounts.
Yes. Invoice Crowd lets an authorized user choose the account family and subtype, decide whether the row is a parent or sub-account, and enter an account name, number and description.
Invoice Crowd hides a shared system-default account for your user instead of deleting the underlying default. You can restore it later from the Hidden Accounts tab.
The current chart workflow does not automatically reclassify every historic record that references a deleted custom account. Review its use and choose a replacement process before removing a live classification.
Access follows the accounting module and capability rules for the selected business. The server rechecks the owner or team-parent scope rather than relying only on whether an action button was visible.
No. Editing the Invoice Crowd chart changes an account classification record; it does not infer or rewrite earlier documents, journal rows or statement history.
Set up the categories you actually use, keep recoverable defaults out of the way, and move into journals and reports with a chart your team can understand.
