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Ezyiah ships with an extensive Australian chart of accounts covering the accounts most firms need. When a client needs something beyond that, you can add a custom account and apply it to one client or all of them. The Accounts List has three tabs: All Accounts, System Accounts, and Custom Accounts. System accounts are built in and can’t be edited or deleted. Custom accounts are the ones your firm creates, and they’re the only ones you can edit or remove.

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Creating a custom account

1

Open the Accounts List

Click Accounts List in the sidebar, then click Add New COA in the top right corner.
2

Choose which clients it applies to

In Select Client Type, search for and select the clients this account should apply to. Tick Select All to apply it across every client, or tick individual clients to limit it to them.
3

Name the account

Enter an Account Name, for example “Purchase”, and an Account Code. Custom account codes must be higher than 1000, keeping them clear of the system account range.
4

Set the account type

Choose Income or Expense from the Account Type dropdown. If you choose Expense, an Expense Type field appears, where you choose OPEX or COGS depending on whether the expense is an operating cost or a cost of goods sold.
5

Set the GST treatment

Choose GST or GST Free from the GST Treatment dropdown. This determines how transactions coded to this account are treated on the client’s BAS.
6

Add a description and save

Enter a short Description explaining what the account is for, for example “Groceries”. This helps your team code transactions to it consistently. Click Save.
The new account appears under Custom Accounts, and also in All Accounts alongside the system accounts.

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Editing or removing a custom account

From the Custom Accounts tab, tick the checkbox next to an account to bring up the action bar at the bottom of the screen: Edit, Manage Clients, and Delete.
  • Edit opens the same Account Details form used to create it, so you can update the name, code, type, GST treatment, or description.
  • Manage Clients lets you change which clients the account applies to.
  • Delete permanently removes the account.
Only custom accounts can be edited or deleted this way. System accounts don’t have an action bar, since their setup is fixed across every client.