Viewing the Chart of Accounts (CoA)

Click here if you have the New UI option enabled

To access the Chart of Accounts (CoA), click the engagement for which you wish to view the CoA from your engagement list. DataShare View will launch.

Click on the Chart of Accounts option on the bottom left hand side of the DataShare View screen.

New UI

To access the Chart of Accounts (CoA), first click the “View reports” button on the right side of your engagement.

You can now click the “Chart of Accounts” button in the bottom left corner.

Here you can view and edit your accounts.