Custom Chart of Accounts Editor

The redesigned COA editor is a two-panel workspace for shaping your financial structure: your mappings on the left, a live preview of the full chart on the right.

To edit your COA:

1. Open Settings → Chart of Accounts.
2. For each line, choose what appears in your parsed output and how it's labeled. Turn a line off to roll it up; combine two lines to show them as one.
3. Use bulk actions to move faster, and undo freely.
4. Watch the Live Preview update as you edit. It shows exactly how your full chart will be labeled on parse.
5. Review your changes and click Publish. Nothing takes effect until you confirm.

Updates apply to everything you parse going forward. For existing deals, refresh the deal with your updated COA and it re-maps to the new structure.

Multiple COAs still work exactly as before, so Acquisitions, Asset Management, and lender templates can each keep their own.