How to customise my club's chart of accounts?

Xplor Gym's accounting exports can be used to retrieve the club's accounting codes. Accounting codes for products, means of payment, VAT and other accounting elements can be customised to suit the needs of the club and its accounts.

Feature on quotation💸

This feature is available on quotation. To take advantage of it, talk to your sales representative.

STEP 1 - DOWNLOAD CHART OF ACCOUNTS FILE 

Download the file linked to this article.

STEP 2 - COMPLETE THE FILE WITH THE CLUB'S ACCOUNTING CODES

Complete the various sheets of the file with your accounts.

• Sheet 1 'Account strategy': the accounting codes shown are those that will be used by default in the software. If you want one of the accounts shown to contain an accounting code other than the default, simply write the new accounting code in red on the corresponding account line. 

• Sheet 2: Here you need to enter the names of the products in the catalogue and the accounting codes you want for these products. Once this part has been set up, our team will communicate the new codes to be used in the catalogue.

Important

• Follow your Support Manager's instructions carefully to complete the accounting codes for your catalogue according to your table. From the moment you set up the accounting system, we will make it compulsory to enter a personalised product code. For each new product, you will have to enter a product code that meets the criteria given to you by our team.
• If you need to regenerate old accounting lines with your new codes, please indicate this in your email.

STEP 3 - CONFIRM THAT EVERYTHING IS GOOD

Go to your various accounting exports to confirm that the transition has been carried out as you intended.