To access your Chart of Accounts in Lessons (adding, editing, reporting), follow these steps.
To add a CoA,
- Go to Team Admin > Lesson Admin > System > CoA tab (bottom row)
- Click Add New
- Fill in the name and click Save Changes
To generate report for bulk CoA summary,
- Go to Team Admin > Lesson Admin > CoA tab (top row)
- Enter Date Range
- Click Report Now!
- If desired, click Export to EXCEL